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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-19 |
| CT | RA | APPROVED | 2017-02-22 |
| TX | RA | APPROVED_RES | 2011-06-27 |
| NJ | RA | APPROVED | 2009-10-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Latham | NY | 05/2006 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Syracuse | NY | 10/2009 | Present |
I*3304266 Entity Type: N/A Name of OBA: Simmonds Legacy Trust Address: Amherst, New York, 14228 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 07/13/2023 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: Self, Spouse I*3305267 Entity Type: N/A Name of OBA: Simmonds Living Trust Address: Amherst, New York, 14228 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 07/13/2023 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: Self, Spouse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-06 |
Reach out to this advisor