Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-05-07 |
| CT | RA | APPROVED | 2019-03-06 |
Branch Locations
Somerville, MA • United States
100 Federal St Pbig - Boston Private Wealth Ctr, Boston, MA 02110 • United States
100 Federal St, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 11/2018 | Present |
| U.S. Trust, Bank Of America Na | Boston | MA | 05/2013 | 11/2018 |
| Bank Of America, N.A. | Boston | MA | 01/2019 | Present |
I*3638269, Entity Type: Entity Charitable, Name of OBA: Explo, Address: Norwood, Massachusetts, 02062, Investment Related: N, Position, Title, Association: Board Member, Employee Start Date: 01/25/2026, No Hours: 40 Monthly, No Hours during Trading: 1 Monthly, Duties: General duties of a non-profit board of director. Providing oversight and strategic guidance. No specific committees on this board. They create summer programs for students as well as consulting for teachers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-05 |
Reach out to this advisor