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 |
|---|---|---|---|
| PA | RA | APPROVED | 2010-06-25 |
| TX | RA | APPROVED_RES | 2004-06-18 |
| NJ | RA | APPROVED | 2003-01-24 |
Branch Locations
180 Fort Couch Rd, Upper Saint Clair, PA 15241 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsburgh | PA | 01/2003 | Present |
| Bank Of America, N.A. | Upper Saint Clair | PA | 12/2009 | Present |
I*94698 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: WARD HOME, INC. INVESTMENT RELATED: N ADDRESS OF BUSINESS: PITTSBURGH, PENNSYLVANIA 15220 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 6/3/2016 NUMBER OF HOURS DEVOTED: 5 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: WARD HOME PROVIDES SUPERVISED INDEPENDENT LIVING AND LIFE SKILL RESOURCES TO AT RISK TEENS. I AM SERVING AS A MEMBER OF THEIR BOARD.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-06 |
Reach out to this advisor