Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-11-14 |
| TX | RA | APPROVED_RES | 2021-03-08 |
| OH | RA | APPROVED | 2018-10-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbus | OH | 06/2018 | Present |
| Gymniks Gymnastics | Vienna | WV | 04/2014 | 06/2018 |
| Olive Garden | Vienna | WV | 05/2016 | 06/2018 |
| Applebees | Athens | OH | 04/2017 | 05/2017 |
| Buffalo Wild Wings | Athens | OH | 09/2017 | 01/2018 |
| Bank Of America, N.A. | Columbus | OH | 09/2018 | Present |
I*132927For profit or not for profit: For-Profit Organization Name of outside business organization: Rental Propoerty Investment related: No Address of business: Belpre, Ohio 45714Nature of business: LLC, Position, title, association: Family Held, Start date of relationship: 8/5/2020Number of hours devoted: 5 hours Monthly Number of hours devoted during trading hours: 0Duties: I am the owner of a building that includes 3 rental apartments. I am acting as the owner and as the landlord. I*1846292, Entity Type: Entity Charitable, Name of OBA: Rotary Club of Marietta , Address: Marietta, Ohio, 45750, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 07/01/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties:board member, International civic organization
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-09 |
Reach out to this advisor