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 | 2018-10-12 |
| GA | RA | APPROVED | 2018-07-11 |
Branch Locations
100 Federal St Pbig - Boston Private Wealth Ctr, Boston, MA 02110 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
3455 Peachtree Rd Ne Pbig - Atlanta Pw, Atlanta, GA 30326 • United States
Kennesaw, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Alpharetta | GA | 01/2017 | 05/2018 |
| Hewlett Packard Enterprise | Plano | TX | 02/2016 | 01/2017 |
| Kalos Capital, Inc. | Alpharetta | GA | 05/2018 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 06/2018 | Present |
| Bank Of America, N.A. | Atlanta | GA | 06/2018 | Present |
I*3755357Entity Type: Name of OBA: Rivers AliveAddress: atlanta, Georgia, 30334Investment Related: NoPosition, Title, Association: Employee Start Date: 03/01/2026Number of Hours: 8, MonthlyNumber of Hours during trading: 0, MonthlyDuties: Volunteer organization through the Georgia Department of Natural Resources that focuses on cleaning up waterways in Georgia. coordinate and participate in volunteer events to clean up trash from Georgia lakes and rivers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-13 |
Reach out to this advisor