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 | 2014-01-02 |
| NJ | RA | APPROVED | 2012-01-13 |
Branch Locations
525 Washington Blvd Investment Solutions Group, Jersey City, NJ 07310 • United States
One Bryant Park Investment Solutions Group, New York, NY 10036 • United States
Basking Ridge, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jersey City | NJ | 09/2010 | Present |
I*1202273For profit or not for profit: Entity CharitableName of outside business organization: Basking Ridge Presbyterian ChurchInvestment related: NAddress of business: Basking Ridge, New Jersey, 07920Nature of business: ["Church or Religious Organization"]Position, title, association: ["Other"], Start date of relationship: 5/1/2023Number of hours devoted: 3 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: Trustee- oversee and advise I*1767514 Entity Financial Institution Name of OBA: Money Management Institute Address: New York, New York, 10018 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 04/15/2024 No Hours: 2 No Hours during trading: 2 Duties:MMI is an industry group for managed solutions providers, and Bank of America is a founding member (20+ years). The Board of Governors role assists in cultivating the strategy, guidance and oversight of MMI, and serves as a champion within the member firm and across the industry. Board members attend several live and virtual meetings throughout the year.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-12 |
| S65 | Uniform Investment Adviser Law Examination | 2001-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-16 |
Reach out to this advisor