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 |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-10 |
| FL | RA | APPROVED | 2023-05-09 |
Branch Locations
9000 Southside Blvd Ci Client Management, 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 | 01/2023 | Present |
| Carrington Mortgage Services | Jacksonville | FL | 07/2020 | 01/2023 |
| Tiaa Bank | Jacksonville | FL | 08/2012 | 07/2020 |
| Bank Of America, N.A. | Jacksonville | FL | 02/2023 | Present |
I*1182297 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Jacksonville, Florida, 32223 Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 1/1/2021 Number of hours devoted: 4 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: ,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-05 |
Reach out to this advisor