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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-19 |
| TX | RA | APPROVED_RES | 2016-07-08 |
| NJ | RA | APPROVED | 2009-10-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Latham | NY | 10/2009 | Present |
| Bank Of America, N.A. | Latham | NY | 12/2009 | Present |
I*2937270, Entity Type Not for profit, Name of OBA: St. Thomas the Apostle Address: DelmarNew York12054 Investment Related: No Position, Title, Association: St. Thomas the Apostle committee member Employee Start Date: 11/03/2025 No Hours: 1 monthly No Hours during trading: 0 Duties: meeting every other month to review the budget.Reviewing the Church's budget.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-09 |
Reach out to this advisor