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_RES | 2016-07-26 |
| PA | RA | APPROVED | 2010-06-29 |
| CT | RA | APPROVED | 2008-01-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | West Conshohocken | PA | 09/2007 | Present |
| Lafayette Ambulance Squad | King Of Prussia | PA | 04/2011 | Present |
| Bank Of America, N.A. | West Conshohocken | PA | 05/2011 | Present |
I*: 2406294 Entity Type: HOA, Co-op, Freehold Name of OBA: Summerhill HOA Address: Malvern, PA 19355 Investment Related: No Position, Title, Association: Board member Employee Start Date: 6/1/2025 Number of Hours: 2 hrs mthly Number of Hours during trading: 0 Duties: My neighborhood's HOA has asked me to join the board. I will be serving on a board of 5 people who manage the workings of the HOA, contracting for lawn service, approving changes to homes such as paint color etc, and reporting to the neighborhood on the status of projects and the HOA as an entity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-04 |
Reach out to this advisor