Best Investors
Account
Sign in
Best Investors
Account
Sign in
1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-08-20 |
Branch Locations
1 Century Tower 265 Church Street Suite 1102, New Haven, CT 06510 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | New Haven | CT | 10/2015 | 08/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Inc | New Haven | CT | 10/2015 | 08/2025 |
| Ubs Financial Services Inc. | New Haven | CT | 08/2025 | Present |
I*125597 For profit or not for profit: Non-Profit Organization Name of outside business organization: Hispanic Health Council Inc Investment related: N Address of business: Hartford, Connecticut 06106 Nature of business: Corporation, Position, title, association: Advisory Board Member, Start date of relationship: 9/2/2019 Number of hours devoted: 3 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: I would be a member of the Board of Directors for the Hispanic Health Council. There are currently 9 members on the board, but they are looking to expand to 12. The board works with the executive office to help fulfill the mission of the council.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-17 |
Reach out to this advisor