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 |
|---|---|---|---|
| LA | RA | APPROVED | 2015-09-14 |
| TX | RA | APPROVED | 2015-09-11 |
Branch Locations
4281 Esplanade Pl, Flower Mound, TX 75028 • United States
1 Cowboys Way, Frisco, TX 75034 • United States
Plano, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 08/2015 | Present |
I*2929284, Entity Type: , Name of OBA: J M B, Address: Plano, Texas, 75025, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 03/08/2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-15 |
Reach out to this advisor