Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-05-24 |
| TX | RA | APPROVED_RES | 2008-01-02 |
| MT | RA | APPROVED | 2005-04-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Missoula | MT | 12/2004 | Present |
| Bank Of America, Na | Missoula | MT | 11/2009 | Present |
I*1029265, Entity Type: Entity For Profit, Name of OBA: Project, LLC, Address: Missoula, Montana 59802, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Employee Start Date: 10/12/2022, No Hours: 1, No Hours during trading: 0, Duties: Residential Rental real estate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-01 |
Reach out to this advisor