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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2018-03-08 |
| TX | RA | APPROVED_RES | 2018-02-12 |
Branch Locations
1100-1800 American Blvd Ci Relationship Management, Pennington, NJ 08534 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 07/2015 | Present |
| Bank Of America, N.A. | Pennington | NJ | 02/2018 | Present |
I*1625264Name of OBA: Rental Property 1Address: Mount Laurel, New JerseyInvestment Related: No Position, Title, Association: Co-owner with other family membersEmployee Start Date:12/15/2023No Hours: 0No Hours during trading: 0Duties: Co-owner with other family membersI*: 2445332Entity Type: Rental Property Name of OBA: Rental Property 2Address: Delran, NJ 08075Investment Related: NoPosition, Title, Association: Co-owner with other family membersEmployee Start Date: 5/1/2025Number of Hours: 5 hrs mthlyNumber of Hours during trading: 0 Duties: Co owner of rental property I*5289268 Entity Type: N/A Name of OBA: Rental Property - 10-Aug-26 - 1 Address: Mount Laurel, New Jersey, 08054 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 09/01/2026 Number of Hours: 2, Monthly Number of Hours during trading: 0, Monthly Duties: N/A
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-19 |
Reach out to this advisor