Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2005-01-05 |
| CA | RA | APPROVED | 1997-07-08 |
Branch Locations
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 | La Jolla | CA | 09/1994 | Present |
| Bank Of America,Na | La Jolla | CA | 09/2009 | Present |
I*2929375, Entity Type: , Name of OBA: P S, Address: San Diego, California, 92122, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 08/01/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*3162338 Entity Type: N/A Name of OBA:MLPF& S CUST FPO M B S IRA FBO M B S Address:San Diego California Investment Related:No Position, Title, Association:Power of Attorney Start Date:11/10/2025 No Hours: 0 Yearly No Hours during trading:0 Yearly Duties:Power of Attorney for Child/Grandchild I*3163316 Entity Type: N/A Name of OBA:MLPF& S CUST FPO W B S IRA FBO W B S Address:San Diego California Investment Related:No Position, Title, Association:Power of Attorney Start Date:11/10/2025 No Hours: 0 Yearly No Hours during trading:0 Yearly Duties:Power of Attorney for Child/Grandchild I*3163318 Entity Type: N/A Name of OBA:W B S TTEE M B S TTEE U/A DTD 08/04/1998 Address:San Diego California Investment Related:No Position, Title, Association:Power of Attorney Start Date:11/10/2025 No Hours: 0 Yearly No Hours during trading:0 Yearly Duties:Power of Attorney for Child/Grandchild I*3163319 Entity Type: N/A Name of OBA:MLPF& S CUST FPO E G IRA FBO E G Address:Milton Massachusetts Investment Related:No Position, Title, Association:Power of Attorney Start Date:11/10/2025 No Hours: 0 Yearly No Hours during trading:0 Yearly Duties:Power of Attorney for Child/Grandchild I*3163320 Entity Type: N/A Name of OBA:E G Address:Milton Massachusetts Investment Related:No Position, Title, Association:Power of Attorney Start Date:11/10/2025 No Hours: 0 Yearly No Hours during trading:0 Yearly Duties:Power of Attorney for Aunt I*3163322 Entity Type: N/A Name of OBA:H P S JR IRA Address:San Diego California Investment Related:No Position, Title, Association:Power of Attorney Uncle Start Date:11/12/2025 No Hours: 0 Yearly No Hours during trading:0 Yearly Duties:Power of Attorney for I*3163323 Entity Type: N/A Name of OBA:H P S TTEE P Y S TTEE U/A DTD 06/07/1 Address:San Diego California Investment Related:No Position, Title, Association:Power of Attorney Start Date:11/12/2025 No Hours: 0 Yearly No Hours during trading:0 Yearly Duties:Power of Attorney for Aunt, Uncle
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-18 |
Reach out to this advisor