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 |
|---|---|---|---|
| OH | RA | APPROVED | 1999-06-28 |
| TX | RA | APPROVED_RES | 1998-10-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miamisburg | OH | 02/1993 | Present |
| Bank Of America,Na | Miamisburg | OH | 11/2010 | Present |
FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: M A K MEMORIALINVESTMENT RELATED: YADDRESS OF BUSINESS:6906 NORMANCREST, DAYTON, OHIO 45459NATURE OF BUSINESS: CHARITABLE ORGANIZATION,POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 3/3/2011NUMBER OF HOURS DEVOTED: 2 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: SMALL CHARITABLE DONATIONS--HELP DIRECT GIFTS I*5468269, Entity Type: , Name of OBA: C P A, Address: Dayton, Ohio, 45459, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 08/18/2026, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-14 |
Reach out to this advisor