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 |
|---|---|---|---|
| TN | RA | APPROVED | 2023-05-09 |
| CO | RA | APPROVED | 2021-02-23 |
| MD | RA | APPROVED | 2018-04-25 |
| TX | RA | APPROVED_RES | 1998-12-11 |
| DC | RA | APPROVED | 1994-11-11 |
Branch Locations
1800 K St Nw, Washington, DC 20006 • United States
Telluride, CO • United States
Stevensville, MD • United States
222 2Nd Ave S, Nashville, TN 37201 • United States
Nashville, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 07/1994 | Present |
| Bank Of America, Na | Washington | DC | 12/2009 | Present |
I* 1640266, Name of OBA: Deerwood Farm LLC Address: Goldsboro Maryland Investment Related: No Position, Title, Association:Owner Employee Start Date: 01/01/2024No Hours:0 No Hours during trading: 0 Duties: i own farmland and will have a farmer work the land and split the cost and profits with meI*3760318, Entity Type: , Name of OBA: J F S Family Trust, Address: Washington, District of Columbia, 20008, Investment Related: N, Position, Title, Association: Trustee, Employee Start Date: 02/12/2026, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: I*3830266 Entity Type: N/A Name of OBA: J C M TTEE U/A DTD 11/18/2003 BY J F S Address: Washington, District of Columbia, 20008 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 02/24/2026 Number of Hours: 2, Yearly Number of Hours during trading: 0, Yearly Duties: Child/Grandchild, Parents I*3830265 Entity Type: N/A Name of OBA: J C M TTEE U/A DTD 11/18/2003 BY J F S Address: Washington, District of Columbia, 20008 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 02/24/2026 Number of Hours: 2, Yearly Number of Hours during trading: 0, Yearly Duties: Child/Grandchild, Parents
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-15 |
Reach out to this advisor