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 |
|---|---|---|---|
| IN | RA | APPROVED | 2023-06-15 |
| IL | RA | APPROVED | 2014-10-24 |
| TX | RA | APPROVED_RES | 2014-10-24 |
Branch Locations
707 East 80Th Place, Merrillville, IN 46410 • United States
Valparaiso, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago | IL | 10/2014 | Present |
I*119637 For profit or not for profit: For-Profit Organization Name of outside business organization: Uber Investment related: N Address of business: San Francisco, California 94103 Nature of business: Corporation, Position, title, association: Part-Time, Start date of relationship: 12/21/2018 Number of hours devoted: 20 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Part time employment driving for Uber on off time. I*120480 For profit or not for profit: For-Profit Organization Name of outside business organization: Lyft Investment related: N Address of business: San Francisco, California 94170 Nature of business: Other,Independent contractor Position, title, association: Part-Time, Start date of relationship: 2/8/2019 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Rideshare driver. Take people from location to location Status: APPRVD I*682241 For profit or not for profit: Entity For Profit Name of outside business organization: Door Dash Investment related: N Address of business: San Francisco, California, 94103 Nature of business: ["Corporation"] Position, title, association: ["Other"], Start date of relationship: 1/13/2022 Number of hours devoted: 20 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Delivery service, no scheduled work hours or requirements., Delivery Service after business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-10 |
Reach out to this advisor