Best Investors
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Account
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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-28 |
| TX | RA | APPROVED | 2024-12-10 |
Branch Locations
2 N Tamiami Trl, Sarasota, FL 34236 • United States
6020 Lakewood Ranch Blvd, Bradenton, FL 34211 • United States
5341 Fruitville Road, Sarasota, FL 34232 • United States
11295 Us Highway 301 N, Parrish, FL 34219 • United States
4915 E State Rd 64, Bradenton, FL 34208 • United States
7206 Manatee Ave W, Bradenton, FL 34209 • United States
5312 Cortez Rd W, Bradenton, FL 34210 • United States
7204 University Pkwy, Sarasota, FL 34240 • United States
545 Bay Isles Pkwy, Longboat Key, FL 34228 • United States
6145 Exchange Way, Lakewood Ranch, FL 34202 • United States
11030 Sr-64 E, Bradenton, FL 34212 • United States
8373 Lockwood Ridge Rd, Sarasota, FL 34243 • United States
1836 Fruitville Rd, Sarasota, FL 34236 • United States
4310 53Rd Ave East, Bradenton, FL 34203 • United States
3500 S Tamiami Tr, Sarasota, FL 34239 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlottesville | VA | 09/2014 | 11/2024 |
| Bank Of America, N.A. | Charlottesville | VA | 09/2014 | 11/2024 |
| J.P. Morgan Securities Llc | Sarasota | FL | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-11 |
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