Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-06-09 |
| TX | RA | APPROVED | 2016-01-07 |
| FL | RA | APPROVED | 2014-08-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ocala | FL | 06/2013 | Present |
| Bank Of America N.A. | Ocala | FL | 10/2014 | Present |
I*: 2020305 Entity Type: Entity Charitable Name of OBA: The Boys and Girls Club of Marion County Address: Ocala, FL Investment Related: No Position, Title, Association: Board Member Employee Start Date: 10/24/2024 Number of Hours: 5 hrs mthly Number of Hours during trading: 1 hr mthly Duties: Their programs are designed to bridge opportunity gaps by providing resources in a safe haven, with caring mentors, and life enhancing programs, so the youth thrive. They plan for great futures and learning skills for success. They reach their potential and emerge prepared for all sorts of possibilities--ready to impact the world.I will help raise awareness, develop community support and generally be committed to the mission of the boys and girls club. I will attend monthly meetings, fundraising events, and service opportunities at the club and in the community.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-30 |
Reach out to this advisor