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 | 2020-12-17 |
| MT | RA | APPROVED | 2020-12-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Billings | MT | 02/2019 | Present |
| Montana State University Billings | Billings | MT | 01/2017 | 04/2020 |
| Dave Spitzer Construction | Billings | MT | 05/2018 | 08/2018 |
| Highmark Traffic Services | Billings | MT | 05/2017 | 08/2017 |
| Montana State University | Bozeman | MT | 08/2016 | 12/2016 |
| Bank Of America, N.A. | Billings | MT | 03/2022 | Present |
I*: 2436262 Entity Type: Fiduciary Role Name of OBA: A. S. Address: Billings, MT 59105 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 3/16/2023 Number of Hours: 1 hr annually Number of Hours during trading: 0 Duties: POA for spouse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-07 |
Reach out to this advisor