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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-06 |
| TX | RA | APPROVED_RES | 2011-05-18 |
| CT | RA | APPROVED | 2008-02-06 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Buffalo | NY | 10/2007 | Present |
| Bank Of America, N.A. | Buffalo | NY | 06/2011 | Present |
I*2031281, Entity Type Fiduciary , Name of OBA: SM Address: Youngstown, New York, 14174 Investment Related: Yes Position, Title, Association: Power of Attorney Employee Start Date: 22-Feb-2029 No Hours: 10 yearly No Hours during trading: 0 Duties: I*4787268 Entity Type: N/A Name of OBA: MLPF& S CUST FPO S C M IRA FBO S C M Address: Lewiston, New York, 14092 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 07/02/2026 Number of Hours: 1, Yearly Number of Hours during trading: 0, Yearly Duties: Self, Parents I*4787269 Entity Type: N/A Name of OBA: S C M PLEDGED TO ML LENDER Address: Lewiston, New York, 14092 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 07/02/2026 Number of Hours: 1, Yearly Number of Hours during trading: 0, Yearly Duties: Self, Parents I*4787270 Entity Type: N/A Name of OBA: MLPF& S CUST FPO S C M RRA FBO S C M Address: Lewiston, New York, 14092 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 07/02/2026 Number of Hours: 1, Yearly Number of Hours during trading: 0, Yearly Duties: Self, Parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-04 |
Reach out to this advisor