Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-06 |
| WA | RA | APPROVED | 2025-09-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Richland | WA | 10/2016 | Present |
| Enterprise Holdings, Inc | Richland | WA | 08/2011 | 10/2016 |
| Bank Of America, N.A. | Richland | WA | 10/2016 | 06/2025 |
| Bank Of America, N.A. | Richland | WA | 10/2025 | Present |
I*1013270, Entity Type Entity Charitable, Name of OBA: Junior Achievement Southeastern WA Address: KennewickWashington99336 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 09/22/2022No Hours: 6Yearly No Hours during trading: 0 Duties: Board Member for non profit
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-29 |
Reach out to this advisor