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 |
|---|---|---|---|
| UT | RA | APPROVED | 2024-10-15 |
| TX | RA | APPROVED | 2021-06-02 |
| MN | RA | APPROVED | 2020-01-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Duluth | MN | 09/2019 | Present |
| Unemployed | Superior | WI | 08/2019 | 09/2019 |
| Mjh Associates | Duluth | MN | 02/2019 | 08/2019 |
| Ubm | Duluth | MN | 08/2015 | 02/2019 |
| Bank Of America, N.A. | Duluth | MN | 10/2019 | Present |
I*3458267, Entity Type: , Name of OBA: MLPF& S CUST FPO K B IRA FBO K B, Address: Duluth, Minnesota, 55808, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 01/06/2026, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*4612276, Entity Type: Entity Charitable, Name of OBA: Superior Jaycees, Address: Superior, Wisconsin, 54880, Investment Related: N, Position, Title, Association: Officer, Employee Start Date: 07/01/2026, No Hours: 5 Monthly, No Hours during Trading: 1 Monthly, Duties: President. Assist with hosting the annual Brewfest events and other community activities. Community involvement, engagement, and events.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-30 |
Reach out to this advisor