Best Investors
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Account
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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-15 |
Branch Locations
1200 Weston Rd Fl 2, Weston, FL 33026 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Weston | FL | 04/2015 | 09/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Weston | FL | 04/2015 | 09/2025 |
| Truist Advisory Services, Inc | Ft. Lauderdale | FL | 09/2025 | Present |
| Truist Investment Services, Inc. | Ft. Lauderdale | FL | 09/2025 | Present |
FLORIDA INTERNATIONAL UNIVERSITY BROWARD ALUMNI ASSOCIATION POSITION: Board member NATURE: Occasionally, plan networking events for other alumni to meet in Broward County - has been less active this year than previous years. May also participate in connecting with current students about career guidance after graduating. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/15/2013 ADDRESS: Miami FL, United States DESCRIPTION: Assist in the planning and execution of the aforementioned activities. PLANNED GIVING COUNCIL OF BROWARD POSITION: Board Seat NATURE: Primarily a non-profit focused on connecting advisors and other estate planning professionals with other not for profits and to serve as a platform to network and provide education related to philanthropic giving and other estate planning issues. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/26/2026 ADDRESS: Fort Lauderdale FL, United States DESCRIPTION: Attend meeting and provide suggestions for content.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-24 |
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