Best Investors
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Account
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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-07-30 |
Branch Locations
100 Federal St Pbig - Boston Private Wealth Ctr, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of New Hampshire | Laconia | NH | 05/2016 | 05/2017 |
| Marsh & Mclenann Agency | Boston | MA | 06/2017 | 01/2026 |
| Mma Securities Llc | Boston | MA | 06/2017 | 01/2026 |
| Morgan Stanley | Middleton | MA | 02/2026 | 07/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 07/2026 | Present |
| Bank Of America, N.A. | Boston | MA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-06 |
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