Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-05-24 |
| TX | RA | APPROVED | 2022-05-24 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newton | MA | 07/2019 | 05/2022 |
| Bank Of America, N.A. | Newton | MA | 07/2017 | 07/2019 |
| Chico's | Braintree | MA | 03/2017 | 07/2017 |
| Walgreens | Needham | MA | 07/2015 | 05/2017 |
| Bank Of America, N.A. | Newton | MA | 08/2019 | 05/2022 |
| Morgan Stanley | Boston | MA | 05/2022 | Present |
I*137647 For profit or not for profit: For-Profit Organization Name of outside business organization: Chen's Construction Sole Prop Investment related: N Address of business: Quincy, Massachusetts 2170 Nature of business: Sole Proprietorship, Position, title, association: Family Held, Start date of relationship: 4/5/2021 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: provide construction and renovation services. my responsibility is only involved in creating invoices and billing to customers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-24 |
Reach out to this advisor