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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-03 |
| TX | RA | APPROVED | 2025-08-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc. | Avon Park | FL | 04/2017 | 03/2025 |
| Wells Fargo Bank Na | Avon Park | FL | 08/2012 | 03/2025 |
| The Home Depot | Sebring | FL | 01/2017 | 04/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sebring | FL | 03/2025 | Present |
| Bank Of America, N.A. | Sebring | FL | 05/2025 | Present |
I*: 2286281Name of the other business - A J FordWhether the business is investment-related - Not Investment relatedAddress of the other business - Sebring FL 33870Nature of the other business - Automotive Sales Title, or relationship with the other business - Sales RepresentativeStart date of your relationship - 06/23/2017Approximate number of hours/month you devote to the other business - 16 hrs mthlyNumber of hours you devote to the other business during securities trading hours - 0 Briefly describe your duties relating to the other business - Sales of new and used cars
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-16 |
Reach out to this advisor