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 |
|---|---|---|---|
| MI | RA | APPROVED | 2010-05-04 |
| TX | RA | APPROVED | 2007-11-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grand Rapids | MI | 09/1987 | Present |
| Bank Of America, N.A. | Grand Rapids | MI | 11/2009 | Present |
I*468243, Entity Type non profit, Name of OBA: Kent County Address: Grand RapidsMichigan49503 Investment Related: No Position, Title, Association: volunteer committee Employee Start Date:01/01/2006 No Hours: 6 every other year No Hours during trading: 0 Duties: Committee for Kent County to est pay for officersSit as committee member I*411655FOR PROFIT OR NOT FOR PROFIT: Entity CharitableNAME OF OUTSIDE BUSINESS ORGANIZATION: GRAND RAPIDS PUBLIC LIBRARY FOUNDATIONINVESTMENT RELATED: NADDRESS OF BUSINESS: GRAND RAPIDS, MICHIGAN 49503NATURE OF BUSINESS: CHARITABLE ORGANIZATION,POSITION, TITLE, ASSOCIATION: Other, Exec Committee Member, START DATE OF RELATIONSHIP: 1/1/2025NUMBER OF HOURS DEVOTED: 4 HOUR(S) MonthlyNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 2DUTIES: REVEIW GRANT REQUESTS AND DETERMINE WHICH GRANTS TO AWARD. ALSO SOME FUNDRAISING WILL BE INVOLVED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 1988-06-10 |
Reach out to this advisor