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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-08-27 |
| MI | RA | APPROVED | 2010-05-07 |
| IN | RA | APPROVED | 2007-04-02 |
Branch Locations
45000 River Ridge Dr, Clinton Township, MI 48038 • United States
Shelby Township, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rochester | MI | 08/1991 | Present |
| Bank Of America, Na | Clinton Township | MI | 12/2009 | Present |
I*3066264Entity Type: Fiduciary roleName of OBA: L. O. Irrevocable living TrustAddress: Shelby Township, Michigan, 48315Investment Related: NoPosition, Title, Association: Successor TrusteeEmployee Start Date: 10/27/2025Number of Hours: 5, YearlyNumber of Hours during trading: 1, YearlyDuties: Successor Trustee In-Laws I*3086266 Entity Type: Name of OBA: P J O TTEE U/A DTD 07/31/2025 BY L Y O Address: Michigan, 48315 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 10/27/2025 Number of Hours: 4, Yearly Number of Hours during trading: 2, Yearly Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-16 |
Reach out to this advisor