Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2010-08-02 |
| NH | RA | APPROVED | 1998-06-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Manchester | NH | 03/1998 | Present |
| Bank Of America, N.A. | Manchester | NH | 07/2011 | Present |
I*3360268Entity Type: Fiduciary roleName of OBA: D. Family Dynasty Tr. IIAddress: Londonderry, New Hampshire, 3053Investment Related: NoPosition, Title, Association: Co-TrusteeEmployee Start Date: 12/30/2025Number of Hours: 1, YearlyNumber of Hours during trading: 1, YearlyDuties: Co-Trustee/Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-26 |
Reach out to this advisor