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 | 2015-09-02 |
| DE | RA | APPROVED | 2015-08-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dover | DE | 04/2014 | Present |
| Bank Of America, N.A. | Dover | DE | 01/2018 | Present |
I*406674, Entity Type: Entity Charitable, Name of OBA: CenDel Foundation, Address: Dover, Delaware, 19904, Investment Related: N, Position, Title, Association: ["Board Member","Officer"], Employee Start Date: 07/01/2026, No Hours: 2 Monthly, No Hours during Trading: 2 Monthly, Duties: As President: run board meetings, bring awareness to the organization, help grow philanthropic giving in central DE. philanthropic giving in central DE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-19 |
Reach out to this advisor