Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-04-13 |
| CT | RA | APPROVED | 2016-01-27 |
Branch Locations
100 Federal St Pbig - Boston Private Wealth Ctr, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 12/2015 | Present |
| Bank Of America, N.A. | Boston | MA | 02/2016 | Present |
I*92612 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: HARVARD COLLEGE FUND INVESTMENT RELATED: N ADDRESS OF BUSINESS: CAMBRIDGE, MASSACHUSETTS 2138 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 4/2/2012 NUMBER OF HOURS DEVOTED: 3 HOUR(S) QUARTERLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: FUNDRAISING FOR THE CLASS OF 1987 I*92600 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: SAINT JOHN PAUL II CATHOLIC ACADEMY INVESTMENT RELATED: N ADDRESS OF BUSINESS: BOSTON, MASSACHUSETTS 2124 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: TRUSTEE, START DATE OF RELATIONSHIP: 5/2/2016 NUMBER OF HOURS DEVOTED: 3 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: BOARD OF TRUSTEES I*96075 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: SAINT JOHN PAUL II CATHOLIC ACADEMY INVESTMENT RELATED: N ADDRESS OF BUSINESS: DORCHESTER, MASSACHUSETTS 2124 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: TRUSTEE, START DATE OF RELATIONSHIP: 7/29/2016 NUMBER OF HOURS DEVOTED: 5 HOUR(S) QUARTERLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I'VE BEEN ASKED TO SERVE ON THE SCHOOL BOARD'S FINANCE COMMITTEE. OUR PRIMARY RESPONSIBILITY IS TO REVIEW THE SCHOOL'S BUDGET. I*92602 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: CATHOLIC CHARITIES BOSTON INVESTMENT RELATED: N ADDRESS OF BUSINESS: BRAINTREE, MASSACHUSETTS 2184 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 4/1/2015 NUMBER OF HOURS DEVOTED: 5 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: FUNDRAISING I*92603 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: FRANCISCAN CHILDREN'S HOSPITAL INVESTMENT RELATED: N ADDRESS OF BUSINESS: BRIGHTON, MASSACHUSETTS 2135 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 4/4/2012 NUMBER OF HOURS DEVOTED: 3 HOUR(S) QUARTERLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: FUNDRAISING FOR ANNUAL GOLF OUTING I*92611 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: FRIENDS OF HARVARD FOOTBALL INVESTMENT RELATED: N ADDRESS OF BUSINESS: BOSTON, MASSACHUSETTS 02163 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: START DATE OF RELATIONSHIP: 04/01/1995 NUMBER OF HOURS DEVOTED: 3 HOUR(S) QUARTERLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: HARVARD FOOTBALL ALUMNI ASSOC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-18 |
Reach out to this advisor