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 | 2005-01-31 |
| IN | RA | APPROVED | 2001-02-13 |
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 & Smith Incorporated | Indianapolis | IN | 07/2000 | Present |
| Bank Of America, N.A. | Indianapolis | IN | 11/2009 | Present |
I*2244298, Entity Type: Fiduciary role Name of OBA: P A K , Address: Fishers, Indiana, 46040, Investment Related: No, Position, Title, Association: Power of Attorney, Employee State Date: 3/17/2025, No Hours: 1 Monthly, No Hours during Trading: 1 hr Monthly, Duties: Power of Attorney for Parents I*2705274, Entity Type: , Name of OBA: M R K TOD BENEFICIARIES ON FILE , Address: fishers, Indiana, 46040, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 08/07/2025, No Hours: 1 Weekly, No Hours during Trading: 0 Weekly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-05 |
Reach out to this advisor