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 |
|---|---|---|---|
| CA | RA | APPROVED | 2010-07-28 |
Branch Locations
333 S Hope St, Los Angeles, CA 90071 • United States
2049 Century Park E, Los Angeles, CA 90067 • United States
Ladera Ranch, CA • 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 |
|---|---|---|---|---|
| Bank Of America, N.A. | Troy | MI | 06/2003 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Troy | MI | 10/2009 | Present |
I*3297287 Entity Type: Fiduciary role Name of OBA: B. S. S. Address: St. Petersburg, Florida, 33702 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 12/17/2025 Number of Hours: 5, Weekly Number of Hours during trading: 1, Weekly Duties: Power of Attorney/Uncle I*5113269 Entity Type: Fiduciary role Name of OBA: B. S. S. Address: St. Petersburg, Florida, 92694 Investment Related: No Position, Title, Association: Executor Employee Start Date: 07/31/2026 Number of Hours: 1, Weekly Number of Hours during trading: 0 Duties: Executor/Nephew
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-19 |
Reach out to this advisor