Best Investors
Account
Sign in
Best Investors
Account
Sign in
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami | FL | 10/2009 | 04/2017 |
| Bank Of America, N.A. | Miami | FL | 12/2009 | 04/2017 |
| Wells Fargo Clearing Services, Llc | Fort Lauderdale | FL | 04/2017 | 10/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Walnut Creek | CA | 10/2021 | 05/2026 |
| Bank Of America, Na | Walnut Creek | CA | 10/2021 | 05/2026 |
| Truist Investment Services, Inc. | Bal Harbour | FL | 05/2026 | Present |
| Truist Advisory Services, Inc. | Bal Harbour | FL | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-01 |
Reach out to this advisor