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 | 2006-01-28 |
| MT | RA | APPROVED | 2004-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Billings | MT | 03/2004 | Present |
| Bank Of America, Na | Billings | MT | 09/2009 | Present |
I*: 1998283Entity Type: Entity CharitableName of OBA: Child BridgeAddress: Bigfork, MTInvestment Related: NoPosition, Title, Association: Board MemberEmployee Start Date: 10/01/2024Number of Hours: 50 hrs annuallyNumber of Hours during trading: 30 hrs annuallyDuties: Child Bridge is a Montana-based nonprofit that finds and supports families to care for children from foster care who have experienced abuse and neglect. I have been asked to join the board of directors.I*2266307, Entity Type: , Name of OBA: T W, Address: Billings, Montana, 59106, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 28-Mar-2025, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties: I*3139271 Entity Type: N/A Name of OBA: A W Address: Billings, Montana, 59106 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 11/07/2025 Number of Hours: 1, Yearly Number of Hours during trading: 0, Yearly Duties: N/A
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-30 |
Reach out to this advisor