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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-05-01 |
| CA | RA | APPROVED | 2001-11-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Pasadena | CA | 08/2018 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pasadena | CA | 07/2000 | Present |
I*1805279, Entity Type Rental Property Name of OBA: Rental Property 1, Address: Pasadena, CA, 91101, Investment Related: No, Position, Title, Association: Co-owner with other family members, Employee Start Date: 12/11/2019, No Hours: 1hr/Yearly, No Hours during trading: 0, Duties: I*4347273 Entity Type: Fiduciary role Name of OBA: The P.-A. Family Trust Address: Pasadena, California, 91104 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 04/07/2026 Number of Hours: 0 Number of Hours during trading: 0 Duties: Co-Trustee/Self, Spouse I*4348268 Entity Type: Fiduciary role Name of OBA: The P.-A. Family Trust Address: Pasadena, California, 91104 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 04/07/2026 Number of Hours: 0 Number of Hours during trading: 0y Duties: Co-Trustee/Self, Spouse I*4812273, Entity Type: , Name of OBA: M P, Address: Pasadena, California, 91104, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 05/13/2026, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-09-20 |
Reach out to this advisor