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 |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-23 |
| OH | RA | APPROVED | 2023-01-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lla Therapy | Medina | OH | 06/2011 | 09/2016 |
| Target | Medina | OH | 11/2016 | 02/2017 |
| Augustine Institute | Sycamore | IL | 02/2017 | 10/2020 |
| Knights Of Columbus Insurance | Bellbrook | OH | 10/2020 | 07/2022 |
| Knights Of Columbus Asset Advisors Llc | Bellbrook | OH | 05/2021 | 07/2022 |
| Unemployed - College Graduate | Medina | OH | 09/2016 | 11/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Middletown | OH | 07/2022 | 06/2025 |
| Bank Of America, N.A. | Miamisburg | OH | 09/2022 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miamisburg | OH | 06/2025 | Present |
I*3210272 Entity Type: N/A Name of OBA: S P Address: Dayton, Ohio, 45420 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 11/24/2025 Number of Hours: 2, Yearly Number of Hours during trading: 0, Yearly Duties: Power of Attorney Spouse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-02 |
Reach out to this advisor