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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-09 |
| SC | RA | APPROVED | 2026-05-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Surfside Beach | SC | 12/2009 | 04/2023 |
| Wells Fargo Clearing Services, Llc | Surfside Beach | SC | 10/2013 | 04/2023 |
| Tiaa | Conway | SC | 04/2023 | 10/2023 |
| Tiaa-Cref Individual & Institutional Services, Llc | Conway | SC | 04/2023 | 10/2023 |
| Wells Fargo Clearing Services, Llc | Myrtle Beach | SC | 11/2023 | 06/2025 |
| Wells Fargo Bank, Na | Myrtle Beach | SC | 11/2023 | 06/2025 |
| Truist Investment Services, Inc | Conway | SC | 06/2025 | 03/2026 |
| Truist Advisory Services, Inc | Conway | SC | 06/2025 | 03/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Myrtle Beach | SC | 04/2026 | Present |
| Bank Of America, N.A. | Myrtle Beach | SC | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-27 |
Reach out to this advisor