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 |
|---|---|---|---|
| ME | RA | APPROVED | 2022-08-25 |
| TX | RA | APPROVED | 2020-08-19 |
| FL | RA | APPROVED | 2020-07-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Portland | ME | 07/2019 | Present |
| Handyman Equipment Rental | Portland | ME | 07/2008 | 06/2019 |
| Unemployed | Scarborough | ME | 08/2018 | 05/2019 |
| University Of Southern Maine | Portland | ME | 08/2015 | 08/2018 |
| Global Spectrum, Lp | Philadelphia | PA | 08/2015 | 12/2017 |
| Bank Of America, N.A. | Portland | ME | 09/2025 | Present |
I*: 2666263 Entity Type: FR Name of OBA: D S Address: SOUTH PORTLAND, Maine, 04106 Investment Related: NO Position, Title, Association: POA Employee Start Date: 04/23/2025 No Hours: 0 YEARLY No Hours during trading: 0 Duties: I*: 2667274 Entity Type: FR Name of OBA: D M S REVOCABLE TRUST Address: SOUTH PORTLAND, Maine, 04106 Investment Related: NO Position, Title, Association: SUCCESSOR TRUSTEE Employee Start Date: 04/23/2025 No Hours: 0 No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-20 |
Reach out to this advisor