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 | 2005-04-28 |
| NJ | RA | APPROVED | 2004-05-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florham Park | NJ | 02/2004 | Present |
| Bank Of America, Na | Lebanon | NJ | 03/2010 | Present |
I*: 51963 ENTITY TYPE: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: NORTH BRIDGE GROUP INVESTMENT RELATED: NO ADDRESS OF BUSINESS: LEBANON NJ 08833 POSITION, TITLE, ASSOCIATION: Spouse START DATE OF RELATIONSHIP: 10/1/1999 NUMBER OF HOURS DEVOTED: 0 NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THIS IS MY HUSBAND'S BUSINESS ACCOUNT. I*: 2580264 Entity Type: Fiduciary role Name of OBA: N. A C. Address: Lebanon, NJ 08833 Investment Related: No Position, Title, Association: Employee Start Date: 06/26/2025 Number of Hours: 1 hr annually Number of Hours during trading: 0 Duties: Power of Attorneyfor spouse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 1988-04-04 |
Reach out to this advisor