Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-02-24 |
| PA | RA | APPROVED | 2013-02-14 |
| TX | RA | APPROVED_RES | 2011-06-24 |
Branch Locations
2 Bala Plz, Bala Cynwyd, PA 19004 • United States
Bala Cynwyd, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 05/2011 | Present |
| Bank Of America, N.A. | Pennington | NJ | 06/2011 | Present |
1.FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT2.NAME OF OUTSIDE BUSINESS ORGANIZATION: HNBC3.INVESTMENT RELATED: (YES OR NO) NO4.ADDRESS OF BUSINESS:PHILADELPHIA, PA 19122 5.NATURE OF BUSINESS: RELIGIOUS 6.YOUR POSITION, TITLE, ASSOCIATION: MINISTER7.START DATE OF RELATIONSHIP: JANUARY 1, 2012 8.NUMBER OF HOURS DEVOTED PER MONTH: 20 9.NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: 0 10.YOUR DUTIES: CHRISTIAN MINISTRY I*81434 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: EPM INVESTMENT RELATED: N ADDRESS OF BUSINESS: PHILADELPHIA, PENNSYLVANIA 19151 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: PART-TIME, START DATE OF RELATIONSHIP: 5/15/2015 NUMBER OF HOURS DEVOTED: 5 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL REAL ESTATE I*48631 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: HOLY NATION BAPTIST CHURCH INVESTMENT RELATED: N ADDRESS OF BUSINESS: PHILADELPHIA, PENNSYLVANIA 19151 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: OTHER, MINISTER START DATE OF RELATIONSHIP: 1/1/2012 NUMBER OF HOURS DEVOTED: 20 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RELIGIOUS ORGANIZATION I*53612 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: HOLY NATION BAPTIST CHURCH INVESTMENT RELATED: N ADDRESS OF BUSINESS: PHILADELPHIA, PENNSYLVANIA 19122 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: PART-TIME, START DATE OF RELATIONSHIP: 6/10/2010 NUMBER OF HOURS DEVOTED: 8 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MINISTER AT A CHRISTIAN CHURCH I*132042 For profit or not for profit: For-Profit Organization Name of outside business organization: Revival 2020 LLC Investment related: N Address of business: Bala Cynwyd, Pennsylvania 19004 Nature of business: LLC, Position, title, association: General Partner, Start date of relationship: 7/15/2020 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: rental real estate I*1461272 For profit or not for profit: Entity For Profit Name of outside business organization: RJON Investment related: N Address of business: Bala Cynwyd, Pennsylvania, 19004, United States Nature of business: ["S Corporation"] Position, title, association: ["Officer"], Start date of relationship: 9/4/2023 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Retail garment manufacturer General Notes: Custom clothing retail business. Hours of operation are during non-trading hours. I*5192270, Entity Type: , Name of OBA: V H, Address: LAS VEGAS, Nevada, 89135, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 08/04/2026, No Hours: 5 Monthly, No Hours during Trading: 0 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-20 |
Reach out to this advisor