Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-08-07 |
| MD | RA | APPROVED | 2024-01-24 |
| DC | RA | APPROVED | 2023-02-23 |
| TX | RA | APPROVED_RES | 2022-07-26 |
Branch Locations
100 Campus Dr Division - Mid Atlantic, Florham Park, NJ 07932 • United States
1800 K St Nw, Washington, DC 20006 • United States
7501 Wisconsin Ave Wk North, Md, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Hunt Valley | MD | 08/2013 | 04/2018 |
| Wells Fargo Clearing Services | Mclean | VA | 04/2018 | 06/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-19 |
Reach out to this advisor