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_RES | 2025-08-25 |
| NY | RA | APPROVED | 2025-07-10 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Astoria | NY | 01/2025 | Present |
| Td Bank | Whitestone | NY | 02/2022 | 09/2022 |
| Bank Of America | Jamaica | NY | 05/2018 | 02/2022 |
| Citibank | Bayside | NY | 04/2014 | 03/2018 |
| Bank Of America | Sunnyside | NY | 09/2022 | 01/2025 |
| Bank Of America, N.A. | Astoria | NY | 04/2025 | Present |
I*: 2277271 Entity Type: Rental Property Name: Rental Property 1 Investment related: No Address of business: Valley Stream, New York, 11580 Position, title, association: Co-owner with other family members Start date of relationship: 01-Jan-2025 Number of hours devoted: 0 Number of hours devoted during trading hours: 0 Duties: Landlord
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-10 |
Reach out to this advisor