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 |
|---|---|---|---|
| KY | RA | APPROVED | 2020-12-14 |
| OH | RA | APPROVED | 2015-06-04 |
| TX | RA | APPROVED | 2015-06-03 |
Branch Locations
5905 E Galbraith Rd, Cincinnati, OH 45236 • United States
Ryland Heights, KY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cincinnati | OH | 08/1999 | Present |
| Bank Of America, N.A. | Cincinnati | OH | 07/2015 | Present |
I*1022355 For profit or not for profit: Entity Charitable Name of outside business organization: St. Xavier High School Investment related: N Address of business: Cincinnati, Ohio, 45224 Nature of business: ["School, College or University"] Position, title, association: ["Committee"], [["Fundraising committee"]] Start date of relationship: 10/5/2022 Number of hours devoted: 2 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: , I have been asked to be part of the leadership committee tasked with raising funds for our class of 1992 Scholarship Fund at St Xavier High School.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-12-06 |
Reach out to this advisor