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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-19 |
| TX | RA | APPROVED_RES | 2019-06-18 |
| CT | RA | APPROVED | 2016-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Middletown | NY | 09/2015 | Present |
| Bank Of America, N.A. | Middletown | NY | 03/2016 | Present |
I*4502277 Entity Type: N/A Name of OBA: Sandra & Ashton Rowell Address: Newburgh, New York, 12550 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 05/01/2026 Number of Hours: 1, Yearly Number of Hours during trading: 0, Yearly Duties: Parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-11 |
Reach out to this advisor