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 | 2007-01-11 |
| OH | RA | APPROVED | 2004-04-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dayton | OH | 02/1992 | Present |
I*2198436, Entity Type: , Name of OBA: D P M, Address: Fort Myers, Florida, 33908, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 12-Feb-2025, No Hours: 1 Weekly, No Hours during Trading: 0 Weekly, Duties: I*2247302, Entity Type: , Name of OBA: D P M TOD BENEFICIARIES ON FILE , Address: Washington Township, Ohio, 45458, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 18-Mar-2025, No Hours: 3 Monthly, No Hours during Trading: 3 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-20 |
Reach out to this advisor