Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2001-04-17
TX RA APPROVED_RES 2000-08-10
  • MO RA
    APPROVED
    Since 2001-04-17
  • TX RA
    APPROVED_RES
    Since 2000-08-10

Branch Locations

400 Chesterfield Ctr, Chesterfield, MO 63017 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chesterfield MO 09/1997 Present
Bank Of America, N.A. Chesterfield MO 05/2011 Present
Other Businesses

I*22834 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: TEMPLE ISRAEL INVESTMENT RELATED: Y ADDRESS OF BUSINESS: SAINT LOUIS, MISSOURI 63141 NATURE OF BUSINESS: OTHER, NON PROFIT RELIQIOUS INSTITUTION POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 5/20/2008 NUMBER OF HOURS DEVOTED: 10 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: SUBCOMMITTEE MEMBER RELIGIOUS 2)NAME OF OUTSIDE BUSINESS ORGANIZATION: COMMUNITY SCHOOL ADDRESS OF BUSINESS: ST. LOUIS, MO NATURE OF BUSINESS: PRIMARY EDUCATION POSITION, TITLE, ASSOCIATION: SUBCOMMITTEE MEMBER, INVESTMENT START DATE OF RELATIONSHIP: 09/02/2009 NUMBER OF HOURS DEVOTED: 1-10 I*96892 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: JOHN BURROUGHS SCHOOL INVESTMENT RELATED: Y ADDRESS OF BUSINESS: ST. LOUIS, MISSOURI 63124 NATURE OF BUSINESS: OTHER,PRIVATELY FUNDED SECONDARY SCHOOL POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 9/7/2016 NUMBER OF HOURS DEVOTED: 6 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: INVESTMENT COMMITTEE MEMBER WILL BE IN ADVISORY ONLY POSITION TO THE BOARD

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-09
S66 Uniform Combined State Law Examination 1997-12-22
  • S65 Uniform Investment Adviser Law Examination
    2025-10-09
  • S66 Uniform Combined State Law Examination
    1997-12-22
Other Names
  • Josh Bram Reichman
  • Joshua B Reichman

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Chesterfield, MO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor