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 | 2008-11-12 |
| TX | RA | APPROVED | 2008-11-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 11/2008 | Present |
| Bank Of America, N.A. | Atlanta | GA | 03/2010 | Present |
I*63283FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: CONDO OWNEDINVESTMENT RELATED: NADDRESS OF BUSINESS:PANAMAN CITY BEACH, FLORIDA 32413NATURE OF BUSINESS: SOLE PROPRIETORSHIP,POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 3/5/2010NUMBER OF HOURS DEVOTED: 2 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: INVESTMENT PROPERTY IN FLORIDA USED FOR RENTAL I*3143266 Entity Type: Entity Charitable Name of OBA: The Woodruff Art Center Address: atlanta, Georgia, 30309 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 12/15/2025 Number of Hours: 10, Monthly Number of Hours during trading: 10, Monthly Duties: Arts Program board trustee I*3143265 Entity Type: Entity Charitable Name of OBA: Atlanta Symphony Address: Atlanta, Georgia, 30309 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 11/12/2025 Number of Hours: 20, Monthly Number of Hours during trading: 10, Monthly Duties: Art program Member of the board of trusttee
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 1981-08-26 |
Reach out to this advisor