Best Investors
Account
Sign in
677 Broadway 7Th Floor, Albany, NY 12207 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-12-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 08/2018 | 11/2021 |
| Bank Of America U.S. Trust | New York | NY | 03/2014 | 07/2018 |
| Independent Family Office, Llc | Albany | NY | 11/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-26 |
Reach out to this advisor