Best Investors
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Account
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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-03 |
| NJ | RA | APPROVED | 2025-01-27 |
| NY | RA | APPROVED | 2025-01-24 |
Branch Locations
100 Federal St Pbig - Boston Private Wealth Ctr, Boston, MA 02110 • United States
225 Liberty St, New York, NY 10281 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | New York | NY | 12/2014 | 04/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | New York | NY | 12/2014 | 04/2020 |
| E*Trade Securities Llc | Jersey City | NJ | 04/2020 | 09/2023 |
| E*Trade Capital Management Llc | Jersey City | NJ | 04/2020 | 09/2023 |
| Morgan Stanley | Jersey City | NJ | 04/2023 | 11/2024 |
| Morgan Stanley | Jersey City | NJ | 09/2023 | 09/2023 |
| Morgan Stanley | Jersey City | NJ | 09/2023 | 09/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-03 |
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