Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2015-03-30 |
| NJ | RA | APPROVED | 2009-10-23 |
Branch Locations
845 Alexander Rd, Princeton, NJ 08540 • United States
115 W Century Rd, Paramus, NJ 07652 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | West Conshohocken | PA | 12/2006 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | West Conshohocken | PA | 10/2009 | Present |
I*3449273, Entity Type: , Name of OBA: M D Banking account at PNC Bank, Address: Princeton, New Jersey, 08540, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 01/12/2026, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-21 |
Reach out to this advisor