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 |
|---|---|---|---|
| CT | RA | APPROVED | 2020-02-25 |
Branch Locations
29 S Main St, West Hartford, CT 06107 • United States
115 W Century Rd, Paramus, NJ 07652 • United States
West Hartford, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Hartford | CT | 03/2013 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hartford | CT | 03/2013 | Present |
I*901237For profit or not for profit: Entity CharitableName of outside business organization: Boys and girls club of HartfordInvestment related: NAddress of business: Hartford, Connecticut, 06105Nature of business: ["Charitable Organization"]Position, title, association: ["Board Member"], Start date of relationship: 6/30/2022Number of hours devoted: 45 hour(s) YearlyNumber of hours devoted during trading hours: 10Duties: , board work, fundraising help, program work I*1449264, Entity Type, Entity Charitable, Name of OBA: Duncaster Foundation Inc, Address: Bloomfield, CT, 06002, Investment Related: No, Position, Title, Association: Board Member, Employee Start Date: 11/30/2023, No Hours: 12hrs/Mo, No Hours during trading: 1, Duties: Non profit organization that supports elderly.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-24 |
Reach out to this advisor