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 |
|---|---|---|---|
| MT | RA | APPROVED | 2026-07-22 |
| TX | RA | APPROVED_RES | 2026-01-06 |
| AL | RA | APPROVED | 2024-11-13 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Birmingham | AL | 11/2021 | 03/2022 |
| Volunteer State Cc | Gallatin | TN | 08/2016 | 05/2017 |
| Western Kentucky University | Bowling Green | KY | 08/2017 | 05/2021 |
| Unemployed | Huntsville | AL | 05/2021 | 10/2021 |
| Pruco Securities Llc | Mt. Pleasant | SC | 08/2022 | 01/2023 |
| Unemployed | Huntsville | AL | 04/2022 | 08/2022 |
| The Prudential Insurance Company Of America | Mt. Pleasant | SC | 08/2022 | 01/2023 |
| Bridgeworth Wealth Management | Birmingham | AL | 01/2023 | 11/2023 |
| Ae Wealth Management, Llc | Topeka | KS | 12/2023 | 11/2024 |
| Wg Financial Group | Huntsville | AL | 12/2023 | 11/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Huntsville | AL | 11/2024 | Present |
| Bank Of America, N.A. | Huntsville | AL | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-04 |
Reach out to this advisor