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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-23 |
| NJ | RA | APPROVED | 2009-05-29 |
| TX | RA | APPROVED | 2009-05-29 |
Branch Locations
3100 Hingston Ave, Egg Harbor Township, NJ 08234 • United States
Islamorada, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated (7691) | Egg Harbor Township | NJ | 05/2009 | Present |
| Bank Of America ,Na | Egg Harbor Township | NJ | 09/2009 | Present |
| Bank Of America, N.A. | Egg Harbor Township | NJ | 07/2011 | Present |
I*: 2498305Entity Type: CharitableName of OBA: Cape Regional FoundationAddress: Cape May Court House, NJ 08210Investment Related: NoPosition, Title, Association: Board MemberEmployee Start Date: 6/2/2025Number of Hours: 1 hr mthlyNumber of Hours during trading: 0 Duties: This is a foundation board which organizes fund raising events for the main non profit. I was previously a member of the main board. The hospital was acquired by Cooper Health and the main board was disbanded. I*2770287 Entity Type: N/A Name of OBA: Your Shore Connection Address:Wildwood Crest New Jersey Investment Related:No Position, Title, Association:N/A Start Date:0/01/2025 No Hours: 0 Yearly No Hours during trading:0 Yearly Duties:A property management business. None
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-10 |
Reach out to this advisor