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 |
|---|---|---|---|
| IN | RA | APPROVED | 2025-02-04 |
| CA | RA | APPROVED | 2022-09-21 |
| TX | RA | APPROVED_RES | 2009-07-22 |
| CO | RA | APPROVED | 2009-07-08 |
Branch Locations
123 N 7Th St, Grand Junction, CO 81501 • United States
707 E 80Th Pl, Merrillville, IN 46410 • 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 (7691) | Grand Junction | CO | 07/2009 | Present |
| Bank Of America, N.A. | Grand Junction | CO | 07/2011 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-24 |
Reach out to this advisor