Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-02-12 |
| RI | RA | APPROVED | 2021-01-25 |
Branch Locations
400 Broadway St Preferred Investment Sales, Chico, CA 95928 • United States
3400 Pawtucket Ave Preferred Investment Sales, Riverside, RI 02916 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln | RI | 04/2020 | Present |
| Pro Tool & Supply | Cranston | RI | 02/2019 | 11/2019 |
| Pro Tool & Supply | Brockton | MA | 11/2019 | 04/2020 |
| Sherwin-Williams | Warwick | RI | 10/2009 | 02/2019 |
| Bank Of America, N.A. | Lincoln | RI | 10/2022 | Present |
I*4525302, Entity Type: , Name of OBA: Rental Property 1, Address: Athol, Massachusetts, 01331, Investment Related: N, Position, Title, Association: Sole owner, Employee Start Date: 06/01/2026, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-22 |
Reach out to this advisor