Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-02-18 |
| PA | RA | APPROVED | 2010-06-24 |
| TX | RA | APPROVED_RES | 1997-01-07 |
Branch Locations
417 Thorn St, Sewickley, PA 15143 • United States
Bald Head Island, NC • 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 | Pittsburgh | PA | 09/1994 | Present |
| Bank Of America, N.A. | Sewickley | PA | 05/2011 | Present |
I*470643Entity Type: CharitableName of OBA: Edgeworth Borough CouncilAddress:Edgeworth, PAInvestment Related:No + no payPosition, Title, Association:Board MemberEmployee Start Date:01/01/2024No Hours: 3 MonthlyNo Hours during trading:0Duties:Edgeworth Borough Council Boro Council member in the town where I live I*1549280, Entity Type: , Name of OBA: R and D D, Address: Sewickley, Pennsylvania, 15143, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 09/02/2025, No Hours: 12 Yearly, No Hours during Trading: 2 Yearly, Duties: I*3045278, Entity Type: , Name of OBA: MLPF& S CUST FPO R D L RRA FBO R D L, Address: Sewickley, Pennsylvania, 15143, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 10/21/2025, No Hours: 2 Yearly, No Hours during Trading: 1 Yearly, Duties: I*3045279, Entity Type: , Name of OBA: MLPF& S CUST FPO R D L IRA FBO R D L, Address: Sewickley, Pennsylvania, 15143, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 10/21/2025, No Hours: 2 Yearly, No Hours during Trading: 1 Yearly, Duties: I*5425270, Entity Type: , Name of OBA: D L, Address: Sewickley, Pennsylvania, 15143, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 08/17/2026, No Hours: 5 Yearly, No Hours during Trading: 5 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-15 |
Reach out to this advisor