Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2002-10-25 |
| TX | RA | APPROVED_RES | 1996-07-30 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Gulfport | MS | 08/1987 | Present |
| Bank Of America, N.A. | Biloxi | MS | 09/2011 | Present |
*59527 For profit or not for profit: For-Profit Organization Name of outside business organization: SBD Properties LLC Investment related: Yes Address of business: Gulfport, Mississippi 39502 Nature of business: LLC Position, title, association: Family Held Start date of relationship: 12/20/2012 Number of hours devoted: 1 hour Qtrly Number of hours devoted during trading hours: 1 Duties: Family LLC for Estate Planning Purposes. While the LLC started as gifting from my father, my brother and I will add funds of our own to make investments and lending. I*11129 For profit or not for profit: Name of outside business organization: Sharon Bentz realtor properties Investment related: No Address of business: Biloxi, Mississippi 39531 Position, title, association: Co-owner with other family members Start date of relationship: 4/1/2021 Number of hours devoted: 1 hour Number of hours devoted during trading hours: 0 Duties: soley owns this property I*: 2307258 Entity Type: Name of OBA: Turan Road Benton Property (raw land) Address: Harrision County, MS Investment Related: No Position, Title, Association: Owner Employee Start Date: 05/2024 Number of Hours: 0 Number of Hours during trading: 0 Duties: Raw land purchase in a preapproved Equity Trust self directed IRA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 1987-11-25 |
Reach out to this advisor