Best Investors
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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-10-11 |
Branch Locations
620 S Tryon St Central Business Review Unit, Charlotte, NC 28255 • United States
9000 Southside Blvd Central Business Review Unit, Jacksonville, FL 32256 • United States
Lancaster, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Merrick | NY | 01/2016 | 08/2017 |
| Bank Of America, N.A. | Merrick | NY | 01/2016 | 08/2017 |
| Morgan Stanley | Charlotte | NC | 08/2017 | 09/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 09/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-21 |
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