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 |
|---|---|---|---|
| FL | RA | APPROVED | 2021-01-12 |
| TX | RA | APPROVED | 2014-08-01 |
| MI | RA | APPROVED | 2014-05-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | East Lansing | MI | 02/2014 | Present |
| Bank Of America, N.A. | East Lansing | MI | 07/2014 | Present |
I*, Entity Type Fiduciary Role, Name of OBA: JHC Trust Address: Dewitt, Michigan, 48820 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 03/31/2024 No Hours: 2 weekly No Hours during trading: 0 Duties: Trustee
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-01 |
Reach out to this advisor