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 | 2009-04-02 |
| VA | RA | APPROVED | 2008-03-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 | Reston | VA | 03/2005 | Present |
| Bank Of America, N.A. | Reston | VA | 11/2024 | Present |
I*: 2586292 Entity Type: Fiduciary role Name of OBA: C. B. S. Revocable Trust Address: Clifton, Virginia, 20124 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 7/7/2025 Number of Hours: 2 hrs wkly Number of Hours during trading: 1 hr wkly Duties: Co-Trustee for siblings
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-12 |
Reach out to this advisor