Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-05 |
| NJ | RA | APPROVED | 2024-06-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Colonia | NJ | 04/2024 | Present |
| Jp Morgan Chase Bank, Na | Wayne | NJ | 10/2018 | 04/2024 |
| Parkside Lending | San Francisco | CA | 01/2018 | 10/2018 |
| Freedom Mortgage Corp | Mount Laurel | NJ | 10/2002 | 11/2017 |
| Nycb Mortgage Company Llc | Westbury | NY | 10/2002 | 11/2017 |
| Bank Of America, N.A | Colonia | NJ | 06/2024 | Present |
Rental property #1Name of the other businessThere isn't a name for the business. These are residential rental properties held in our individual names.Whether the business is investment-relatedWe own the property for income and asset appreciationAddress of the other businessMetuchen, NJ 08840Nature of the other businessWe own the property for income and asset appreciationYour positionProperty ownerTitle, or relationship with the other businessProperty ownerStart date of your relationshipApril 2004Approximate number of hours/month you devote to the other businessLess than 1 hour monthly.Number of hours you devote to the other business during securities trading hoursnoneBriefly describe your duties relating to the other businessThis was my first home purchased; a two (2) family residential property. My responsibilities are to manage the property by hiring a repair contractor when required, collect rental payments.Rental property #2Name of the other businessThere isn't a name for the business. These are residential rental properties held in our individual names.Whether the business is investment-relatedWe own the property for income and asset appreciationAddress of the other businessRamsey, NJ 07446Nature of the other businessWe own the property for income and asset appreciationYour positionProperty ownerTitle, or relationship with the other businessProperty ownerStart date of your relationshipApril 2005Approximate number of hours/month you devote to the other businessnoneNumber of hours you devote to the other business during securities trading hoursnoneBriefly describe your duties relating to the other businessThis was my wife's first home purchased. She manages the property by hiring a repair contractor when required, collect rental payments. I*1815366, Entity Type, Name of OBA:Rental Property 2 Address: Ramsey, NJ 07446 Investment Related:No Position, Title, Association:Co-owner with other family members Employee Start Date:09/01/2009 No Hours: 1 hr monthly No Hours during trading: 0 Duties: I*1816277, Entity Type, Name of OBA: Rental Property 1 Address:Metuchen, NJ 08840 Investment Related:No Position, Title, Association:Co-owner with other family members Employee Start Date: 04/15/2004 No Hours:0 No Hours during trading:0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-02 |
Reach out to this advisor