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 | 2020-04-15 |
| FL | RA | APPROVED | 2019-09-04 |
Branch Locations
9000 Southside Blvd Ci Relationship Management, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 12/2017 | Present |
| University Of North Florida | Jacksonville | FL | 08/2011 | 12/2017 |
| Ss&C Advent Software (Black Diamond Performance Reporting) | Jacksonville | FL | 10/2017 | 12/2017 |
| Academy Sports And Outdoors | Jacksonville | FL | 10/2013 | 10/2017 |
| Bank Of America, N.A. | Jacksonville | FL | 05/2020 | Present |
I*4180266 Entity Type: Fiduciary role Name of OBA: J. W. Address: Ponte Vedra, Florida, 32081 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 03/27/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0 Duties: Power of Attorney/Spouse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-31 |
Reach out to this advisor