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 |
|---|---|---|---|
| WI | RA | APPROVED | 2021-03-08 |
| IL | RA | APPROVED | 1998-04-12 |
| TX | RA | APPROVED_RES | 1997-03-19 |
Branch Locations
3333 Warrenville Rd, Lisle, IL 60532 • United States
Fontana, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Naperville | IL | 06/1986 | Present |
| Bank Of America, N.A. | Lisle | IL | 06/2011 | Present |
I*3966269 Entity Type: N/A Name of OBA: M K Z Roth IRA Address: Fontana, Wisconsin, 53125 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 03/06/2026 Number of Hours: 5, Yearly Number of Hours during trading: 5, Yearly Duties: Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-13 |
Reach out to this advisor