Best Investors
Account
Sign in
Best Investors
Account
Sign in
730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
Branch Locations
730 Third Avenue Nyc Regional, New York, NY 10017 • United States
Queens Village, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Yonkers | NY | 12/2015 | 03/2017 |
| Wells Fargo Clearing Services, Llc | Yonkers | NY | 12/2015 | 03/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Garden City | NY | 08/2017 | 12/2018 |
| Sperry Federal Credit Union | Garden City Park | NY | 04/2017 | 08/2017 |
| Bank Of America, N.A. | Garden City | NY | 07/2017 | 12/2018 |
| Jpmorgan Chase Bank N.A. | New York | NY | 12/2018 | 05/2021 |
| Jp Morgan Securities,Llc | New York | NY | 12/2018 | 05/2021 |
| Tiaa | Queens Village | NY | 05/2021 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Queens Village | NY | 05/2021 | Present |
Name: CakeBizNY Position: owner/baker Nature: Baking Investment Related: No Hours: 10 Securities Trading Hours: 0 Start Date: 01/01/2017 Address: Home Address, Queens Village NY 11428, United States Description: Custom homemade cake baking and decorating
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-24 |
Reach out to this advisor