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 |
|---|---|---|---|
| DE | RA | APPROVED | 2025-05-14 |
| TX | RA | APPROVED_RES | 2012-12-10 |
| PA | RA | APPROVED | 2012-11-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Blue Bell | PA | 10/2012 | Present |
| Bank Of America, N.A. | Blue Bell | PA | 04/2016 | Present |
I*135034 For profit or not for profit: For-Profit Organization Name of outside business organization: Daniel Sheppard, LLC Investment related: N Address of business: West Grove, Pennsylvania 19390 Nature of business: LLC, Position, title, association: Family Held, Start date of relationship: 12/21/2020 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Spouse started a trucking company. My responsibilities include bookkeeping
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-03 |
Reach out to this advisor