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 | 2013-01-02 |
| NC | RA | APPROVED | 2012-12-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner Smith | Greensboro | NC | 01/2012 | Present |
| Bank Of America, N.A. | Greensboro | NC | 09/2023 | Present |
I*1161269, Entity Type Fiduciary, Name of OBA: SDN Address: Greensboro, North Carolina, 27406 Investment Related: Yes Position, Title, Association: Power of Attorney Employee Start Date: Nov-21-2022 No Hours: 1 monthly No Hours during trading: 1 monthly Duties: I*515959, Entity Type Fiduciary, Name of OBA: MLPF& S CUST FPO S A M IRA FBO S A M Address: Greensboro, North Carolina, 27406 Investment Related: Yes Position, Title, Association: Power of Attorney Employee Start Date: Aug-03-2021 No Hours: 1 monthly No Hours during trading: 1 monthly Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-10 |
Reach out to this advisor