Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-08-09 |
| TX | RA | APPROVED | 2021-08-09 |
Branch Locations
61 South Paramus Road 3Rd Floor, Paramus, NJ 07652 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florham Park | NJ | 09/2017 | 08/2021 |
| Fairleigh Dickinson University | Madison | NJ | 01/2015 | 09/2017 |
| Bank Of America, N.A. | Florham Park | NJ | 10/2017 | 08/2021 |
| Morgan Stanley Smith Barney Llc | Short Hills | NJ | 08/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2021 | Present |
I*113528 For profit or not for profit: Non-Profit Organization Name of outside business organization: Summit Jewish Community Center Investment related: N Address of business: Summit, New Jersey 7901 Nature of business: Corporation, Position, title, association: Committee Member, Start date of relationship: 4/17/2018 Number of hours devoted: 50 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: This is my Temple. I am helping to facilitate the ad journal for the new Jewish Calendar. My role will be to work with fellow congregants and have them work with their contacts at local businesses that want to place an ad in the ad journal
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-15 |
Reach out to this advisor