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 | 2008-11-18 |
| CA | RA | APPROVED | 2007-07-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ontario | CA | 03/2007 | Present |
| Bank Of America, N.A. | Ontario | CA | 08/2014 | Present |
I*444242 For profit or not for profit: Entity For Profit Name of outside business organization: Disney Travel Agent Investment related: N Address of business: Rancho Cucamonga, California, 91739 Nature of business: ["Sole Proprietorship"] Position, title, association: ["Other"], Start date of relationship: 3/21/2022 Number of hours devoted: 10 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: Part-Time, As a hobby, I assist friends and family in booking their Disney vacations. I would like to be an independent travel agent authorized by Disney to make the bookings. I would ONLY work w/ friends to just be able to book their trips on the system
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-12 |
Reach out to this advisor