Best Investors
Account
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Best Investors
Account
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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-12-20 |
| TX | RA | APPROVED_RES | 2015-02-05 |
Branch Locations
53 State Street Suite 3600, Boston, MA 02109-1875 • United States
Needham, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Boston | MA | 03/2008 | Present |
| City National Bank | Boston | MA | 05/2019 | Present |
(1) NAME OF ENTITY: BNI Business Networking International ADDRESS: 3430 Toringdon Way Suite 300 Charlotte NC 28277 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Foundation/Charitable Institution START DATE: Sep 01, 2026 CAPACITY: Treasurer DUTIES: Serve as secretary/treasurer of my local chapter of a Business Networking International group: Downtown Boston. We collect quarterly dues to support networking events that we hold a few times a year. The group consists of 13 current members and the funds involved are minimal. There is no investing or investment decisions to make. They are held in a checking account. HOURS DEVOTED PER MONTH: 6 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-02-23 |
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