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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-19 |
| TX | RA | APPROVED_RES | 2016-07-08 |
| CT | RA | APPROVED | 2009-10-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Latham | NY | 10/2009 | Present |
| Bank Of America,N.A. | Latham | NY | 06/2011 | Present |
I*2383265, Entity Type: , Name of OBA: MLPF& S CUST FPO M R L, Address: Saratoga Springs, New York, 12866, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 14-Apr-2025, No Hours: 2 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-10 |
Reach out to this advisor