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 |
|---|---|---|---|
| NC | RA | APPROVED | 2017-10-12 |
| SC | RA | APPROVED | 2017-08-14 |
| TX | RA | APPROVED_RES | 2013-01-10 |
| CT | RA | APPROVED | 2009-03-09 |
Branch Locations
620 S Tryon St, Charlotte, NC 28255 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 06/2007 | 08/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 08/2017 | Present |
| Bank Of America, N.A. | Charlotte | NC | 11/2017 | Present |
I*129206 For profit or not for profit: For-Profit Organization Name of outside business organization: Columbia Capital XII LLC Investment related: Y Address of business: Charlotte, North Carolina 28207 Nature of business: LLC, Position, title, association: Limited Partner, Start date of relationship: 1/24/2020 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: This will be a company to invest in Tiger Global PIP XII (a private equity fund). I*370927, Entity Type: Entity For Profit, Name of OBA: Columbia Capital XI LLC, Address: Charlotte, North Carolina 28207, Investment Related: Y, Position, Title, Association: Other, Employee Start Date: 10/15/2018, No Hours: 1, No Hours during trading: 0, Duties: This will be a company to invest in Tiger XI private equity fund
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-05 |
Reach out to this advisor