Best Investors
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Account
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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-15 |
| GA | RA | APPROVED | 2024-07-05 |
| SC | RA | APPROVED | 2024-07-03 |
Branch Locations
Simpsonville, SC • United States
824 A1A N, Ponte Vedra Beach, FL 32082 • United States
1301 Gervais St, Columbia, SC 29201 • United States
933 Broad St, Augusta, GA 30901 • United States
355 S Main St, Greenville, SC 29601 • United States
3920 Arkwright Rd, Macon, GA 31210 • United States
7310 N Lake Dr, Columbus, GA 31909 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 07/2017 | 12/2018 |
| Wells Fargo Na | Charlotte | NC | 07/2016 | 06/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 01/2019 | 04/2021 |
| Bank Of America, N.A. | Austin | TX | 01/2019 | 04/2021 |
| Fidelity Investments | Sugar Land | TX | 04/2021 | 06/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greenville | SC | 06/2024 | Present |
| Liberty University | Lynchburg | VA | 08/2018 | 05/2024 |
| Tapestry, Inc. | Charlotte | NC | 06/2022 | 08/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-21 |
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