Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-11 |
| TX | RA | APPROVED_RES | 1999-07-21 |
| DC | RA | APPROVED | 1998-04-24 |
| MD | RA | APPROVED | 1998-03-17 |
Branch Locations
2301 Se Monterey Rd, Stuart, FL 34996 • United States
Palm City, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vienna | VA | 12/1994 | Present |
| #Ia Merrill Lynch, Pierce, Fenner & Smit | Vienna | VA | 12/1994 | Present |
| Bank Of America, Na | Reston | VA | 11/2009 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 1988-09-02 |
Reach out to this advisor