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 | 2018-02-15 |
| OH | RA | APPROVED | 2018-02-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | OH | 03/2014 | 06/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Westlake | OH | 01/2018 | Present |
| Unemployed | North Ridgeville | OH | 06/2017 | 01/2018 |
| Bank Of America, N.A. | Westlake | OH | 08/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-03-14 |
| S65 | Uniform Investment Adviser Law Examination | 1997-08-26 |
Reach out to this advisor