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 | 2003-01-24 |
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 And Smith, Inc. | Pittsburgh | PA | 01/2003 | Present |
| Bank Of America,Na | Pittsburg | PA | 09/2009 | Present |
I*74308FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: PITTSBURGH PROMISEINVESTMENT RELATED: NADDRESS OF BUSINESS: PITTSBURGH, PENNSYLVANIA 15219NATURE OF BUSINESS: CHARITABLE ORGANIZATION,POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 8/5/2014 HOURS DEVOTED: 4 HOURS MONTHLY HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: GENERAL BOARD MEMBER I*126111 For profit or not for profit: For-Profit Organization Name of outside business organization: ShawncoOne LLC Investment related: N Address of business: Pittsburgh, Pennsylvania 15206Nature of business: LLC,Position, title, association: Owner, Start date of relationship: 11/4/2019 Hours devoted: 1 hour Monthly Hours devoted during trading hours: 0 Duties: LLC to hold Real Estate I*2797265Entity Type: For Profit Name of OBA: MWS Protects LLC Address: Pittsburgh Pennsylvania Investment Related: No Position, Title, Association: Start Date:09/01/2025 Hours: 2 Weekly Hours during trading: 0 Duties: Home Security Partner with my husband - I will assist as a spouse would - he is running day to day ops I*4754267 Entity Type: N/A Name of OBA: K J J TTEE H W K JR TTEE U/A DTD 04/16/2026 Address: Pittsburgh, Pennsylvania, 15206 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 04/16/2026 Number of Hours: 1, Yearly Number of Hours during trading: 0 Duties: Co-Trustee/Spouse I*893346 Entity Type: Charitable Name of OBA: Cafe Momentum Address: Pittsburgh, Pennsylvania, 15222 Investment Related: No Position, Title, Association: Board Member, Officer Employee Start Date: 07/01/2022 Number of Hours: 8, Monthly Number of Hours during trading: 0 Duties: Cafe Momentums mission is to transform young lives by equipping our community's most at-risk youth with life skills, education and employment opportunities to help them achieve their full potential. Since 2015, Cafe Momentum has served more than 1,000 youth in Dallas, Texas, through its 12-month paid internship program. This program is helping Cafe Momentum interns break the cycle of incarceration, with recidivism rates 1/3 the state average. Cafe Momentum is an award-winning restaurant and culinary training facility. We aim to transform young lives by equipping our community's justice-involved youth with life skills, education and employment opportunities to help them achieve their full potential. In building Cafe Momentum, our primary goal is to build a sustainable model that provides justice-impacted youth (ages 15-19) with the holistic support they need to TRULY THRIVE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-01 |
Reach out to this advisor