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 | 2015-01-05 |
| IN | RA | APPROVED | 2012-07-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Evansville | IN | 02/2012 | Present |
| Bank Of America, N.A. | Evansville | IN | 09/2012 | Present |
I*: 2066284 Entity Type: Name of OBA: Christian Fellowship Church Address: Evansville, IN Investment Related: No Position, Title, Association: Elder board Employee Start Date: October 6, 2024 Number of Hours: 6 hrs mthly Number of Hours during trading: 0 Duties: I serve on the Elder board at Christian Fellowship Church in Evansville, IN. At this time I have no access to the church's investments nor will I give advice and guidance on investment issues. I do have voting rights and oversight responsibility for the organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-25 |
Reach out to this advisor