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 | 2017-11-14 |
| NC | RA | APPROVED | 2017-10-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2016 | 08/2017 |
| Suntrust Bank | Asheville | NC | 11/2015 | 09/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Asheville | NC | 09/2017 | Present |
| Unemployed | Greenville | SC | 02/2017 | 08/2017 |
| Bank Of America, N.A. | Asheville | NC | 11/2017 | Present |
I*113435For profit or not for profit: Non-Profit OrganizationName of outside business organization: American Red CrossInvestment related: NAddress of business:Asheville, North Carolina 28804Nature of business: Charitable Organization,Position, title, association: Advisory Board Member, VolunteerStart date of relationship: 4/16/2018Number of hours devoted: 10 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: Advisory Board of Directors Chairman of Philanthropy Committee I*2692304, Entity Type For Profit, Name of OBA: TURO Address: Hendersonville North Carolina 28791 Investment Related: No Position, Title, Association: I don't have a position or title or association with Turo other than they are the platform like Vrbo or Air Bnb that I rent my vehicle on Employee Start Date: 09/01/2025No Hours:1 yearly No Hours during trading:0 Duties:Nothing, I have someone to drop off and pick up the cars as well as clean and maintain them. It will take zero time of my own. Rent personal vehicles I own.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-16 |
Reach out to this advisor