Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-08-10 |
| FL | RA | APPROVED | 2018-04-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Punta Gorda | FL | 10/2017 | Present |
| Amber L. Weaver, Esquire P.A. | Punta Gorda | FL | 07/2001 | 09/2017 |
| Bank Of America, N.A. | Punta Gorda | FL | 02/2018 | Present |
For profit or not for profit: For Profit Name of outside business organization: Rental Property Investment related (Y/N): N Address of business: Punta Gorda, FL Nature of business: Rental Position, title, association: Owner Start date of relationship: 12/2010 Number of hours devoted: 1 per month Number of hours devoted during trading hours: 0 I*119232 For profit or not for profit: Non-Profit Organization Name of outside business organization: Meals on Wheels of Charlotte County Investment related: N Address of business: Port Charlotte, Florida 33952 Nature of business: Charitable Organization Position, title, association: Advisory Board Member, Start date of relationship: 12/31/2018 Number of hours devoted: 3 hrs Mthly Number of hours devoted during trading hours: 1 hr Duties: Board member for Meals on Wheels I*: 2097290 Entity Type: Entity Charitable Name of OBA: Meals on Wheels of Charlotte County, Inc. Address: Port Charlotte, FL 33952 Investment Related: No Position, Title, Association: Other Employee Start Date: 01/01/2025 Number of Hours: 3 hrs mthly Number of Hours during trading: 1 hr mthly Duties: Ex Officio Board Member I*4927267 Entity Type: Charitable Name of OBA: CHARLOTTE BEHAVIORAL HEALTH CARE, INC. Address: Punta Gorda, Florida, 33950 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 07/01/2026 Number of Hours: 4, Monthly Number of Hours during trading: 3, Monthly Duties: community behavioral outpatient and inpatient health care Chairman of the Board of Directors
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-05 |
Reach out to this advisor