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 | 2004-07-22 |
| IL | RA | APPROVED | 1998-04-12 |
Branch Locations
973 Featherstone Rd, Rockford, IL 61107 • United States
Rockford, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rockford | IL | 02/1992 | Present |
| Bank Of America, N.A. | Rockford | IL | 12/2009 | Present |
FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: JENNIFER CASALENA IRA INVESTMENT RELATED: N ADDRESS OF BUSINESS: ROCKFORD, IL 61108 NATURE OF BUSINESS: OTHER POSITION, TITLE, ASSOCIATION: OTHER START DATE OF RELATIONSHIP: 11/18/2011 NUMBER OF HOURS DEVOTED: 2 ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MANAGE INVESTMENTS. I*1962280 Entity Type, Charitable Name of OBA: Rockford Hockey Club Address:Rockford,Illinois, Investment Related: no Position, Title, Association: Other Employee Start Date:09/09/2024 No Hours:12 weekly No Hours during trading:0 Duties:hockey coach
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-04 |
Reach out to this advisor