Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2004-07-22 |
| FL | RA | APPROVED | 2000-08-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Naples | FL | 06/2000 | Present |
| Bank Of America, N.A. | Naples | FL | 12/2009 | Present |
I*1713259 Entity Type: For Profit Name of OBA: Fringe Frontier (musical group) Address: Naples, FL, 34103 Investment Related: No Position, Title, Association: Owner Employee Start Date: 02/21/2024 No Hours: 10 Weekly No Hours during trading:0 Duties: Singer/Songwriter will play, record and publish songs I*: 2854274 Entity Type: Fiduciary role Name of OBA: MLPF& S CUST FPO S. M B. SEP FBO S. M B. Address: Naples, FL 34110 Investment Related: No Position, Title, Association: POAEmployee Start Date: 09/12/2025 Number of Hours: 2 hrs annually Number of Hours during trading: 0 Duties: Power for attorney for parents I*: 2855277 Entity Type: Fiduciary role Name of OBA: J. C B. IRA Address: Naples, FL 34103 Investment Related: No Position, Title, Association: POA Employee Start Date: 09/12/2025Number of Hours: 2 hrs annually Number of Hours during trading: 0 Duties: Power of Attorney for parents I*2813274, Entity Type: , Name of OBA: MR J C B AND MRS S M B JTWROS , Address: Naples, Florida, 34110, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 09/03/2025, No Hours: 2 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-24 |
Reach out to this advisor