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 |
|---|---|---|---|
| TX | RA | APPROVED | 2009-10-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Dallas | TX | 06/1988 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 10/2009 | Present |
I*3755274 Entity Type: N/A Name of OBA: The Shearer Family Living Trust = The S Family Living Trust Address: Plano, Texas, 75024 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 02/10/2026 Number of Hours: 0, Weekly Number of Hours during trading: 0, Weekly Duties: Self, Spouse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-13 |
Reach out to this advisor