Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2004-07-29 |
| FL | RA | APPROVED | 1999-07-09 |
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 | St. Petersburg | FL | 06/1999 | Present |
| Bank Of America,N.A. | Saint Petersburg | FL | 06/2011 | Present |
I*40941 For-Profit Organization Name of outside business organization: Global Hospitality Marketing Link, POA for Business Investment related: No Address of business: Saint Petersburg, Florida 33715 Nature of business: S-Corp, Position, title, association: Other, POA Start date of relationship: 11/15/2005 Number of hours devoted: 1 hour Annually Number of hours devoted during trading hours: 0 Duties: visa card holder for emergency purposes I*4693267 Entity Type: Fiduciary role Name of OBA: J. J S. AND M. F S. JTWROS Address: St. Petersburg, Florida, 33715 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 06/10/2026 Number of Hours: 5, Yearly Number of Hours during trading: 0 Duties: Power of Attorney/Parents I*4693269 Entity Type: Fiduciary role Name of OBA: MLPF& S CUST FPO J. J S. IRRA FBO J. J S. Address: St. Petersburg, Florida, 33715 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 06/11/2026 Number of Hours: 10, Yearly Number of Hours during trading: 0 Duties: Power of Attorney/Parents I*4693270 Entity Type: Fiduciary role Name of OBA: MLPF& S CUST FPO M. F S. IRA FBO M. F S. Address: St. Petersburg, Florida, 33715 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 06/11/2026 Number of Hours: 10, Yearly Number of Hours during trading: 0 Duties: Power of Attorney/Parents
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 1988-12-15 |
Reach out to this advisor