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_RES | 2007-08-08 |
| VA | RA | APPROVED | 2000-03-10 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner Smith Inc | Richmond | VA | 11/1999 | Present |
| Bank Of America,Na | Richmond | VA | 12/2009 | Present |
I*4539267, Entity Type: Fiduciary role Name of OBA: C H. D, Address: Mechanicsville, Virginia, 23116, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 05/11/2026, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties: POA/Child/Grandchild I*4583301 Entity Type: Fiduciary role Name of OBA: C. H D. TOD BENEFICIARIES ON FILE Address: Powhatan, Virginia, 23139 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 05/18/2026 Number of Hours: 10, Yearly Number of Hours during trading: 0 Duties: Power of Attorney/Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-02-01 |
Reach out to this advisor