Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-04-16 |
| NJ | RA | APPROVED | 2007-11-14 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Egg Harbor Township | NJ | 11/2007 | Present |
| Bank Of America,N.A. | Vineland | NJ | 06/2011 | Present |
I*574233Entity Type: Church or Religious OrganizationName: Fellowship Bible ChurchInvestment related: NoAddress of business: Sewell, New Jersey, 08080Position, title, association: Finance committeeStart date of relationship: 11/30/2021Number of hours devoted: 12 hours YearlyNumber of hours devoted during trading hours: 0Duties: Finance Committee Member. Assist the treasurer in the creation of the annual budget. Assist in suggesting processes for controls of Church expenditures. Recommending approval of items outside the budget. Limited to ad hoc meetings and two meetings in budget preparation.I*29240Entity Type: For-Profit OrganizationName: JV George LLCInvestment related: NoAddress of business: Mullica Hill, New Jersey 08062Position, title, association: OwnerStart date of relationship: 2004Number of hours devoted: 2 hrs MonthlyNumber of hours devoted during trading hours: 0Duties: Owner This is a franchise ice cream store which my wife operatesI*399477Entity Type: CharitableName: Inspira Hospital of VinelandInvestment related: NoAddress of business: Mullica Hill, New JerseyPosition, title, association: Board MemberStart date of relationship: 1/20/2014Number of hours devoted: 50 hrs MonthlyNumber of hours devoted during trading hours: 2 hrs mthlyDuties: Network Board Member, and Finance committee member. Volunteer to attend meetings concerning the hospital 18 times per year. Provide opinion on community medical network. Cardiac Expansion Fund raising committee chair.I*: 2675267Entity Type: For ProfitName of OBA: Shoobie Gear LLCAddress: Ocean City, NJ 08226Investment Related: NoPosition, Title, Association: OwnerEmployee Start Date: 03/10/2025Number of Hours: 5 hrs mthlyNumber of Hours during trading: 0 Duties: This is a beach gear product company. I am helping my son get this started and giving him general advice and help funding. I*: 3020271 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: Ocean CityNew Jersey08226 Investment Related: n Position, Title, Association: Co-owner with other family members Employee Start Date: 11/01/2025 No Hours: 20hr/yr No Hours during trading:0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-03 |
Reach out to this advisor