Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2021-10-27 |
| DC | RA | APPROVED | 2018-02-21 |
Branch Locations
5550 Friendship Blvd, Chevy Chase, MD 20815 • United States
620 S Tryon St, Charlotte, NC 28255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Springfield | VA | 02/1998 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 10/2009 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-08 |
Reach out to this advisor