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 |
|---|---|---|---|
| IL | RA | APPROVED | 2004-12-07 |
Branch Locations
1033 Skokie Blvd, Northbrook, IL 60062 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Northbrook | IL | 01/1974 | Present |
| Merrill Lynch, Pierce, Fenner & Smith, I | Northbrook | IL | 05/1984 | Present |
I*131147 For profit or not for profit: Non-Profit Organization Name of outside business organization: Lorraine M Geist Irr Tr U/Adtd 4/22/1994 Margaet M Investment related: Y Address of business: Chicago, Illinois 60646 Nature of business: Trust, Position, title, association: Trustee, Start date of relationship: 4/13/2020 Number of hours devoted: 1 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: Trustee for my mother's account. I*2284264, Entity Type: , Name of OBA: MLPF& S CUST FPO F S F IRA FBO F S F , Address: Chicago, Illinois, 60646, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 02-Apr-2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-16 |
Reach out to this advisor