Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-01-06 |
| TX | RA | APPROVED | 2022-12-01 |
| NJ | RA | APPROVED | 2022-10-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2016 | 05/2017 |
| Mcadam Llc | Jersey City | NJ | 02/2016 | 05/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Princeton Junction | NJ | 04/2022 | Present |
| Monroe Township Department Of Recreation | Monroe Township | NJ | 06/2008 | 04/2021 |
| Bank Of America | Rocky Hill | NJ | 11/2017 | 04/2022 |
| Bank Of America, N.A. | Princeton Junction | NJ | 09/2022 | Present |
I*1930295, Entity Type: For Profit, Name of OBA: Fortis Protection Group, Address: Monroe Twp, New Jersey 08831, Investment Related: No, Position, Title, Association: Employee, Employee Start Date: 07/27/2024, No Hours: 6, No Hours during trading: 0, Duties: Fortis Protection Group provides third party security at events. I will be working as security personnel. I*: 2463258 Entity Type: For Profit, Entity Publicly Traded Name of OBA: Target Address: Cleveland, OH 44111 Investment Related: No Position, Title, Association: Employee Employee Start Date: 05/19/2025 Number of Hours: 10 hrs wkly Number of Hours during trading: 0 Duties: Target on demand Guest advocate, cashier, food and beverage, fulfillment, food and beverage
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-16 |
Reach out to this advisor