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 | 2015-01-07 |
| CO | RA | APPROVED | 2012-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Boulder | CO | 07/2012 | Present |
| Fairview High School | Boulder | CO | 02/2012 | Present |
| Bank Of America, N.A. | Boulder | CO | 01/2013 | Present |
I*70257 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: FAIRVIEW HIGH SCHOOL INVESTMENT RELATED: N ADDRESS OF BUSINESS: BOULDER, COLORADO 80305 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: OTHER, ASSISTANT COACH START DATE OF RELATIONSHIP: 3/10/2014 NUMBER OF HOURS DEVOTED: 30 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 5 DUTIES: COACHING HIGH SCHOOL GOLF. I*107407 For profit or not for profit: For-Profit Organization Name of outside business organization: Zest Blog Investment related: N Address of business: Boulder, Colorado 80301 Nature of business: Family Business, Position, title, association: Owner, Start date of relationship: 7/19/2017 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Writing a lifestyle blog.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-30 |
Reach out to this advisor