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 | 2017-05-05 |
| PA | RA | APPROVED | 2017-05-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | North Wales | PA | 06/2012 | 04/2017 |
| Bank Of America, N.A. | North Wales | PA | 04/2017 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | North Wales | PA | 04/2017 | Present |
For profit or not for profit: For Profit Name of outside business organization: Rental Property Investment related (Y/N): N Address of business (city/state): Ct Sellersville, PA 18960 Nature of business: Rental Position, title, association: Owner Start date of relationship: 7/2013 Number of hours devoted: 1 hour per month Number of hours devoted during trading hours: none Duties: Landlord I*105247 For profit or not for profit: For-Profit Organization Name of outside business organization: Gregory Malcolm Investment related: N Address of business: Sellersville, Pennsylvania 18960 Nature of business: Family Business, Position, title, association: Owner, Start date of relationship: 7/1/2013 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Rental property. My duties as landlord include maintenance and collecting rent. I spend less that 5 hours per month on this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-03 |
Reach out to this advisor