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 |
|---|---|---|---|
| FL | RA | APPROVED | 2015-03-06 |
| TX | RA | APPROVED_RES | 2015-03-06 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Beach | FL | 03/2015 | Present |
| Bank Of America, N.A. | Palm Beach | FL | 04/2015 | Present |
I*893328 Entity Type: N/A Name of OBA: Cassekee Island Board of Directors Address: Palm Beach Gardens, Florida, 33403 Investment Related: No Position, Title, Association: Treasurer,Director Employee Start Date: 09/09/2024 No Hours: 2 No Hours during trading: 0 Duties: Board of Directors for home owners associationTreasurer.. no check writing privilege's-I do not handle check bookwe do not own any securities. There are no clients and the property manager handles all book keeping and tax preparation. I just act in an oversight person
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-11 |
Reach out to this advisor