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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-08-18 |
| NY | RA | APPROVED | 2021-04-19 |
| TX | RA | APPROVED_RES | 2013-02-26 |
| CT | RA | APPROVED | 2006-02-02 |
Branch Locations
One Bryant Park Pbig - Ny Midtown, New York, NY 10036 • United States
Westfield, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 06/2005 | Present |
| Bank Of America, N.A. | New York | NY | 02/2015 | Present |
I*2021263 Entity Type, Charitable Name of OBA: J K Foundation Inc Address: Westfield, New Jersey,07090 Investment Related: no Position, Title, Association: Officer Employee Start Date: 09/10/2024 No Hours: 2 weekly No Hours during trading: 0 Duties: The mission of The J. K. Foundation Inc is to support organizations that conduct research for the prevention, treatment, and cure of illnesses, diseases, and cancer affecting children. I*4941279 Entity Type: Fiduciary role Name of OBA: M. A B. C/F E. K. U./NJ UNTIL AGE 21 Address: Westfield, New Jersey, 7090 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 07/15/2026 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: Power of Attorney/Parents I*4942269 Entity Type: Fiduciary role Name of OBA: M. A B. C/F J. K. U./NJ UNTIL AGE 21 Address: Westfield, New Jersey, 7090 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 07/15/2026 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: Power of Attorney/Parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-01 |
Reach out to this advisor