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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-04 |
| NC | RA | APPROVED | 2026-07-29 |
Branch Locations
540 W Madison St Ci Client Services, Chicago, IL 60661 • United States
401 N Tryon St Ci Client Services, Charlotte, NC 28255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 05/2026 | Present |
| Lpl Financial | Fort Mill | SC | 06/2025 | 05/2026 |
| Clemson University | Clemson | SC | 01/2025 | 05/2025 |
| Clemson University | Clemson | SC | 06/2024 | 09/2024 |
| Clemson University | Clemson | SC | 09/2023 | 04/2024 |
| Wawa Inc | Wilmington | DE | 05/2023 | 08/2023 |
| Wawa Inc | Wilmington | DE | 12/2022 | 01/2023 |
| Ymca | Wilmington | DE | 06/2022 | 08/2022 |
| Wawa Inc | Wilmington | DE | 06/2020 | 08/2021 |
| Grub Burger | Wilmington | DE | 06/2019 | 03/2020 |
| Clemson University | Clemson | SC | 08/2021 | 05/2025 |
| Archmere Academy | Claymont | DE | 08/2017 | 06/2021 |
| St. Edmonds Academy | Wilmington | DE | 08/2015 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-29 |
Reach out to this advisor