Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-01-05 |
| MD | RA | APPROVED | 2020-12-02 |
| TX | RA | APPROVED_RES | 2001-08-09 |
| DC | RA | APPROVED | 1994-06-14 |
Branch Locations
1800 K St Nw, Washington, DC 20006 • United States
Mount Pleasant, SC • United States
75 Port City Lndg, Mount Pleasant, SC 29464 • United States
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 | Washington | DC | 05/1981 | Present |
| Bank Of America, Na | Washington | DC | 12/2009 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1983-05-03 |
Reach out to this advisor