Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-08-16 |
| TX | RA | APPROVED_RES | 1998-01-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mesa | AZ | 03/1988 | Present |
| Bank Of America,N.A. | Gilbert | AZ | 06/2011 | Present |
I*446091 For profit or not for profit: Entity Charitable Name of outside business organization: The Church of Jesus Christ of Latter-day Saints Investment related: N Address of business: OBA, OBA, OBA Nature of business: ["Charitable Organization"] Position, title, association: ["Other","Committee"], [["Other"]] Start date of relationship: 42610 Number of hours devoted: 60 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Ward Bishop - Leader for the Ward, Ward Bishop for the Harmony Park Ward I*2212294, Entity Type: , Name of OBA: S H S Family Trust, Address: Mesa, Arizona, 85204, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 15-Jul-2024, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: I*2212293, Entity Type: , Name of OBA: R G S Family Trust, Address: Mesa, Arizona, 85204, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 15-Jul-2024, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 1988-02-24 |
Reach out to this advisor