Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-03-21 |
| TX | RA | APPROVED_RES | 2023-03-13 |
Branch Locations
9000 Southside Blvd Workplace Benefits, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 06/2014 | 10/2020 |
| Bank Of America, N.A. | Jacksonville | FL | 07/2014 | 10/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 10/2022 | Present |
| Unemployed | Jacksonville | FL | 10/2020 | 07/2021 |
| Dixon Link Capital/Belvedere Realty | Jacksonville | FL | 07/2021 | 10/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-10 |
Reach out to this advisor