Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-19 |
| TX | RA | APPROVED | 2019-01-17 |
| CT | RA | APPROVED | 2018-07-31 |
Branch Locations
22 Bull St Gwim Chief Investment Office (Cio), Savannah, GA 31401 • United States
One Bryant Park Gwim Chief Investment Office (Cio), New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Barnard College | New York | NY | 09/2014 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 06/2017 | 08/2017 |
| Unemployed | New York | NY | 05/2018 | 07/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 07/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-30 |
Reach out to this advisor