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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-17 |
| TX | RA | APPROVED | 2016-03-02 |
| NJ | RA | APPROVED | 2006-07-27 |
Branch Locations
1100-1800 American Blvd, Pennington, NJ 08534 • United States
555 California St, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 | Austin | TX | 07/2006 | Present |
| Bank Of America, Na | Austin | TX | 08/2009 | Present |
I*4539272 Entity Type: For Profit Name of OBA: Owning Your Life / Authoring the Self Address: Liberty HIll, Texas, 78642 Investment Related: No Position, Title, Association: Owner, Other Employee Start Date: 05/11/2026 Number of Hours: 7, Weekly Number of Hours during trading: 0 Duties: Writing and publishing a book. Authorship I*4702282 Entity Type: For Profit Name of OBA: Authored Life Address: San Francisco, California, 94108 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 06/16/2026 Number of Hours: 5, Weekly Number of Hours during trading: 0 Duties: Speaking engagement, coaching, writing. Speaking, coaching, writing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-19 |
Reach out to this advisor