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 |
|---|---|---|---|
| MO | RA | APPROVED | 2001-05-23 |
| TX | RA | APPROVED_RES | 1999-03-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Clayton | MO | 03/1993 | Present |
| Bank Of America, Na | Creve Coeur | CO | 01/2010 | Present |
I*: 2277289Entity Type: Rental Property Name of OBA: Rental Property 1Address: Clayton, MO 63105Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 05/01/2025Number of Hours: 2 hrs mthly Number of Hours during trading: 0 Duties: Co-owner of rental property I*2535341, Entity Type: Fiduciary role Name of OBA: G A F, Address: Creve Coeur, Missouri, 63141, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 06/10/2025, No Hours: 1 Yearly, No Hours during Trading: 0 Duties: I*3118264 Entity Type: Fiduciary role Name of OBA: A F Address: St louis, Missouri, 63146 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 11/03/2025 Number of Hours: 1, Weekly Number of Hours during trading: 1, Weekly Duties: Power of Attorney/Parents I*4376280 Entity Type: Fiduciary role Name of OBA: S. M F. TOD BENEFICIARIES ON FILE Address: Creve Coeur, Missouri, 63141 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 04/10/2026 Number of Hours: 0 Number of Hours during trading: 0 Duties: Power of Attorney/Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-13 |
Reach out to this advisor