Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-18 |
| CT | RA | APPROVED | 2022-08-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Boston | MA | 09/1987 | 06/2021 |
| Citizens Securities, Inc. | Lexington | MA | 09/2021 | 05/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Burlington | MA | 08/2022 | Present |
I am a NOTARY PUBLIC and conduct this service as part of my normal business. I do not receive any sort of compensation outside of your normal role for this service. I do not provide this service beyond my role at Bank of America, Merrill Lynch.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-10 |
Reach out to this advisor