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 |
|---|---|---|---|
| OH | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED | 2009-05-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sylvania | OH | 05/2009 | Present |
| Bank Of America, N.A. | Sylvania | OH | 09/2009 | Present |
I*: 2100371 Entity Type: Entity Charitable Name of OBA: Highland Meadows golf club Address: Sylvania, OH 43560 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 11/21/2024 Number of Hours: 2 hrs mthly Number of Hours during trading: 0 Duties: Board member chair the pool committee
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 1991-05-03 |
Reach out to this advisor