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 | 2025-05-14 |
| CT | RA | APPROVED | 2025-05-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 10/2020 | 06/2021 |
| Bank Of America, N.A. | Boston | MA | 11/2019 | 10/2020 |
| Unemployed | Quincy | MA | 04/2019 | 11/2019 |
| Td Canada Trust | Mississauga | 07/2018 | 04/2019 | |
| Cibc(Canada Imperial Bank Of Commerce) | Toronto | 02/2014 | 06/2018 | |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Quincy | MA | 06/2021 | 06/2024 |
| American Financial Alliance | Quincy | MA | 10/2024 | 04/2025 |
| Northeastern Mortgage Llc | Quincy | MA | 07/2024 | 04/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Quincy | MA | 04/2025 | Present |
| Bank Of America, N.A. | Quincy | MA | 05/2025 | Present |
I*4967269, Entity Type: , Name of OBA: Rental Property - 16-Jul-26 - 1, Address: QUINCY, Massachusetts, 02169, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee Start Date: 08/01/2026, No Hours: 10 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-12 |
Reach out to this advisor