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 | 1998-08-27 |
| MD | RA | APPROVED | 1998-03-17 |
| DC | RA | APPROVED | 1994-09-30 |
| VA | RA | APPROVED | 1993-11-10 |
Branch Locations
8075 Leesburg Pike, Vienna, VA 22182 • United States
Vienna, VA • United States
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 | Vienna | VA | 08/1993 | Present |
| #Ia Merrill Lynch, Pierce, Fenner & Smit | Vienna | VA | 08/1993 | Present |
| Bank Of America, N.A. | Vienna | VA | 06/2011 | Present |
I*1870270, Entity Type: Fiduciary role, Name of OBA: A Family Irrevocable Trust, Address: Vienna,Virginia 22182, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 05/01/2024, No Hours: 1, No Hours during trading: 1, Duties: Fiduciary role
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-15 |
Reach out to this advisor