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 | 2004-08-17 |
| CA | RA | APPROVED | 2002-09-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Encino | CA | 06/2002 | Present |
| Bank Of America, N.A. | Encino | CA | 09/2009 | Present |
I*105765 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL PROPERTY INVESTMENT RELATED: N ADDRESS OF BUSINESS: VENTURA, CALIFORNIA 93003 NATURE OF BUSINESS: OTHER, RENTAL PROPERTY POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 6/15/2016 NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY I*136636 For profit or not for profit: For-Profit Organization Name of outside business organization: Blind Spirits LLC Investment related: N Address of business: Thousand Oaks, California 91360 Nature of business: LLC, Compensation for Activity: Y Position, title, association: Consultant, Start date of relationship: 5/17/2021 Number of hours devoted: 32 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Blind Spirits is an online membership / subscription company where we curate unique whiskey & spirits experiences for our members. My role in the company is a consultant in quality control, research and product development.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-30 |
Reach out to this advisor