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 | 2020-06-04 |
| FL | RA | APPROVED | 2019-08-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. Rowe Price | Tampa | FL | 08/2015 | 06/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tampa | FL | 07/2019 | Present |
| Bank Of America, N.A. | Tampa | FL | 08/2019 | Present |
I*1624278 For profit or not for profit: Name of outside business organization: Investment related: no Address of business: Killingworth, CT Nature of business: Position, title, association: Executor Start date of relationship: 01/01/2024 Number of hours devoted: 0 yearly Number of hours devoted during trading hours: Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-29 |
Reach out to this advisor