Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2026-05-11 |
| TX | RA | APPROVED | 2026-01-05 |
| PA | RA | APPROVED | 2025-12-01 |
Branch Locations
3816 Kennett Pike, Wilmington, DE 19807 • United States
807 E Baltimore Pike, Kennett Square, PA 19348 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | West Chester | PA | 06/2023 | Present |
| Kendal At Longwood | Kennett Square | PA | 12/2022 | 04/2023 |
| Kendal At Longwood | Kennett Square | PA | 01/2014 | 11/2022 |
| Bank Of America, N.A. | West Chester | PA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-01 |
Reach out to this advisor