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 | 2020-02-20 |
| CT | RA | APPROVED | 2015-10-16 |
Branch Locations
100 Federal St Pbig - Boston Private Wealth Ctr, Boston, MA 02110 • United States
One Bryant Park Pbig - New York, New York, NY 10036 • United States
New York, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 | New York | NY | 06/2006 | Present |
I*442029 Entity Type: Charitable Name of outside business organization: The Greek Orthodox Church of Our Saviour Investment related: No Address of business: East Rye, New York, 10580 Position, title, association: Secretary Start date of relationship: 2/8/2022 Number of hours devoted: 2 hrs Weekly Number of hours devoted during trading hours: 0 Duties: Secretary, Oversee activities of Priest in regards to purchasing items for the church. Participate in increasing stewardship, fundraising events for the church and upkeep of the building including gardening. Making sure services run smoothly on Sundays. I have recently been appointed Secretary of the Parish Council which involves taking the minutes of our monthly meetings. I*2008283 Entity Charitable Name of OBA: Greek Ladies Philoptochos Society of Rye Address: Rye, NY 10580 Investment Related: No Position, Title, Association: Board Member Start Date: 09/01/2024 No Hours: 8 No Hours during trading: 0 Duties: Board member I*2886289Entity Type: Fiduciary role Name of OBA: E.M. Address: Ossining NY Investment Related: No Position, Title, Association: Power of Attorney Start Date:09/22/2025No Hours: 1 Monthly No Hours during trading:1 Monthly Duties: Power of Attorney for Parents I*3285264 Entity Type: Fiduciary role Name of OBA: E. W. M. 2013 Trust Address: New York, NY 10021 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 12/05/2025 Number of Hours: 1, Monthly Number of Hours during trading: 0 Duties: Trustee/Parents, Siblings
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-18 |
Reach out to this advisor