Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-06 |
| TX | RA | APPROVED | 2025-09-17 |
| NC | RA | APPROVED | 2025-08-06 |
Branch Locations
225 Liberty St Pbig - New York, New York, NY 10281 • United States
6000 Fairview Rd, Charlotte, NC 28210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 07/2024 | Present |
| Bank Of America- Merrill Lynch | New York | NY | 06/2023 | 08/2023 |
| Isabella Santos Foundation | Charlotte | NC | 06/2022 | 08/2022 |
| Ballantyne Country Club | Charlotte | NC | 11/2020 | 01/2022 |
| Live Free Organic | Charlotte | NC | 09/2019 | 08/2021 |
| North Carolina State University | Raleigh | NC | 08/2020 | 05/2024 |
| Marvin Ridge High School | Waxhaw | NC | 01/2014 | 09/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-05 |
Reach out to this advisor