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 | 2012-10-10 |
| FL | RA | APPROVED | 2009-10-23 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | St. Petersburg | FL | 10/2009 | Present |
| Bank Of America, Na | Saint Petersburg | FL | 11/2009 | Present |
I*3991304 Entity Type: Fiduciary role Name of OBA: C. M R. IRA act # XXX-XXXXX Address: St. Petersburg, Florida, 33705 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 08/11/2025 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: Power of Attorney/Spouse
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-02-18 |
| S65 | Uniform Investment Adviser Law Examination | 1993-02-08 |
Reach out to this advisor