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 | 2012-05-01 |
| OH | RA | APPROVED | 2012-02-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch Pierce, Fenner &Amp; Smith, Inc. | Akron | OH | 11/2011 | Present |
| Bank Of America, N.A. | Akron | OH | 01/2012 | Present |
I*2172342, Entity Type: Fiduciary role Name of OBA: M K Trust, Address: Akron, Ohio, 44303, Investment Related: No, Position, Title, Association: Successor Trustee, Employee State Date: 23-Jan-2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: Successor trustee for InLaws I*2175285, Entity Type: Fiduciary role Name of OBA: D K Family Trust, Address: Akron, Ohio, 44303, Investment Related: No Position, Title, Association: Successor Trustee, Employee State Date: 23-Jan-2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: Successor trustee for InLaws I*: 2465293Entity Type: Fiduciary roleName of OBA: M.K.Address: Akron, OH 44303Investment Related: NoPosition, Title, Association: POAEmployee Start Date: 05/12/2025Number of Hours: 0Number of Hours during trading: 0Duties: POA for InLaws I*4473266, Entity Type: , Name of OBA: M O Irrevocable Trust, Address: Akron, Ohio, 44303, Investment Related: N, Position, Title, Association: Trustee, Employee Start Date: 04/21/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-17 |
Reach out to this advisor