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 |
|---|---|---|---|
| PA | RA | APPROVED | 2022-06-13 |
| DC | RA | APPROVED | 1998-04-24 |
| TX | RA | APPROVED_RES | 1998-04-14 |
| MD | RA | APPROVED | 1998-03-17 |
| VA | RA | APPROVED | 1997-07-23 |
Branch Locations
8075 Leesburg Pike, Vienna, VA 22182 • United States
Philadelphia, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vienna | VA | 06/1997 | Present |
| #Ia Merrill Lynch, Pierce, Fenner & Smit | Vienna | VA | 06/1997 | Present |
| Bank Of America, N.A. | Vienna | VA | 07/2011 | Present |
I*3722272 Entity Type: N/A Name of OBA: Mrs. L S. W IRRA Address: Washington, District of Columbia, 20007 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 10/26/2023 Number of Hours: 10, Yearly Number of Hours during trading: 1, Yearly Duties: Spouse
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-23 |
Reach out to this advisor