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 |
|---|---|---|---|
| GA | RA | APPROVED | 2008-12-09 |
| TX | RA | APPROVED_RES | 2008-12-08 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Alpharetta | GA | 12/2008 | Present |
| Bank Of America, Na | Alpharetta | GA | 12/2009 | Present |
MEMBER - GEORGIA PLAN GIVING COUNCIL. MEMBER-KSU PLANNED GIVING ADVISORY BOARD.MEMBER-ATLANTA ESTATE PLANNING COUNCIL. I*636244 Entity Type: For Profit, Name of OBA: Guilliams Farm LLC Address: Milton, GA 30004 Investment Related: No Position, Title, Association: Owner Employee Start Date: No Hours: 2 weekly No Hours during trading: Duties: Family farm which I manage I*3167285Entity Type: Fiduciary roleName of OBA: E.E. G. TTEE U/A DTD 07/08/2010 BY D. I G.Address: Milton, Georgia, 30004Investment Related: NoPosition, Title, Association: TrusteeEmployee Start Date: 01/28/2026Number of Hours: 2, WeeklyNumber of Hours during trading: 2, WeeklyDuties: Trustee/Parent I*4081280, Entity Type: , Name of OBA: E E G TTEE U/A DTD 07/08/2010 BY D I G, Address: Milton, Georgia, 30004, Investment Related: N, Position, Title, Association: Trustee, Employee Start Date: 03/18/2026, No Hours: 1 Weekly, No Hours during Trading: 1 Weekly, Duties: I*4105275, Entity Type: , Name of OBA: E E G TTEE U/A DTD 07/08/2010 BY D I G, Address: Milton, Georgia, 30004, Investment Related: N, Position, Title, Association: Trustee, Employee Start Date: 03/20/2026, No Hours: 1 Weekly, No Hours during Trading: 1 Weekly, Duties: I*4263265, Entity Type: , Name of OBA: E E G TTEE U/A DTD 07/08/2010 BY D I G, Address: Milton, Georgia, 30004, Investment Related: N, Position, Title, Association: Trustee, Employee Start Date: 04/01/2026, No Hours: 1 Weekly, No Hours during Trading: 1 Weekly, Duties: I*4263266, Entity Type: , Name of OBA: E E G TTEE U/A DTD 07/08/2010 BY D I G, Address: Milton, Georgia, 30004, Investment Related: N, Position, Title, Association: Trustee, Employee Start Date: 04/01/2026, No Hours: 1 Weekly, No Hours during Trading: 1 Weekly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 1980-04-07 |
Reach out to this advisor