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 | 2016-02-23 |
| MD | RA | APPROVED | 2015-12-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Annapolis | MD | 09/2015 | Present |
| Bank Of America, N.A. | Annapolis | MD | 11/2015 | Present |
I*91754FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: ALLSOPP MARINEINVESTMENT RELATED: NADDRESS OF BUSINESS:ANNAPOLIS, MARYLAND 21403NATURE OF BUSINESS: FAMILY BUSINESS,POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 3/12/2016NUMBER OF HOURS DEVOTED: 0 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: THE ENTITY IS A SMALL FAMILY BUSINESS IN WHICH I INHERITED A SMALL STAKE. IT IS A MARINA WITH A SMALL OFFICE BUILDING. I*3810265 Entity Type: Entity For Profit Name of OBA: Annapolis Junior Sailing Fund, Inc Address: Annapolis, Maryland, 21403 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 03/01/2026 Number of Hours: 2, Monthly Number of Hours during trading: 0, Monthly Duties: Charitable Sailing Foundation Board Member I will be providing recommendations to the board on their grant activity, fundraising activity, and assisting with recruiting additional personnel to the board.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-23 |
Reach out to this advisor