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 |
|---|---|---|---|
| UT | RA | APPROVED | 2025-07-28 |
| TX | RA | APPROVED | 2013-05-29 |
| HI | RA | APPROVED | 2012-05-21 |
Branch Locations
60 E South Temple St, Salt Lake City, UT 84111 • United States
1100 E 6600 S, Salt Lake City, UT 84121 • United States
Sandy, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Honolulu | HI | 02/2012 | Present |
| Bank Of America, N.A. | Honolulu | HI | 07/2012 | Present |
I*81709 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: EXECUTOR FOR ESTATE INVESTMENT RELATED: NO ADDRESS OF BUSINESS: PORT WASHINGTON, NEW YORK 11050 POSITION, TITLE, ASSOCIATION: OTHER, EXECUTOR START DATE OF RELATIONSHIP: 5/22/2015 NUMBER OF HOURS DEVOTED: 1 HOUR ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I HAVE BEEN NAMED AS THE EXECUTOR IN MY SIBLING'S WILL.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-13 |
Reach out to this advisor