Best Investors
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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-10-04 |
Branch Locations
301 Tresser Blvd Office Of Cao - Awl Local Markets Organization, Stamford, CT 06901 • United States
8890 Lyra Dr, Columbus, OH 43240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbus | OH | 09/2012 | 01/2017 |
| Bank Of America, N.A. | Columbus | OH | 09/2016 | 01/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbus | OH | 10/2018 | Present |
| Pnc Bank | Columbus | OH | 01/2017 | 10/2018 |
I*2477285, Entity Type: Entity Charitable, Name of OBA: Wolves Inc - Worthington Kilbourne High School Band Boosters, Address: Columbus, Ohio, 43235, Investment Related: N, Position, Title, Association: Officer, Employee State Date: 06/01/2025, No Hours: 4 Weekly, No Hours during Trading: 0 Weekly, Duties: Asked to be Band Booster President for calendar year 25-26 ( starting in June 2025). Will not have access to bank checking account or be a signer on the account.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-29 |
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