Best Investors
Account
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Best Investors
Account
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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-16 |
| CO | RA | APPROVED | 2019-04-16 |
| CT | RA | APPROVED | 2018-07-24 |
| TX | RA | APPROVED | 2018-07-24 |
Branch Locations
100 Federal St Pbig - Boston Private Wealth Ctr, Boston, MA 02110 • United States
Denver, CO • United States
200 Josephine St, Denver, CO 80206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 07/2013 | 04/2018 |
| Bank Of America, N.A. | Boston | MA | 05/2015 | 04/2018 |
| First Republic Investment Management, Inc. | Boston | MA | 04/2018 | 07/2018 |
| First Republic Securities Company, Llc | Boston | MA | 04/2018 | 07/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 07/2018 | Present |
| Bank Of America, N.A. | Boston | MA | 08/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-21 |
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