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 |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-28 |
| CT | RA | APPROVED | 2023-04-25 |
Branch Locations
225 Liberty St, New York, NY 10281 • United States
301 Tresser Blvd, Stamford, CT 06901 • United States
Stamford, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Garden City | NY | 06/2009 | 07/2021 |
| Ubs Financial Services | White Plains | NY | 07/2021 | 03/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stamford | CT | 04/2023 | Present |
I*: 2164339Entity Type: Rental Property Name of OBA: Rental Property 1Address: Stamford, CT 06902Investment Related: NoPosition, Title, Association: Sole ownerEmployee Start Date: 01/01/2025Number of Hours: 5hrs mthlyNumber of Hours during trading: 0Duties: Sole owner of rental property I*4565270 Entity Type: Entity For Profit Name of OBA: 66 QuintardLLC Address: Stamford, Connecticut, 6905 Investment Related: No Position, Title, Association: Owner Employee Start Date: 06/01/2026 Number of Hours: 2, Monthly Number of Hours during trading: 0, Monthly Duties: moving my rental property into the LLC rental property inherited from my father.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2008-11-04 |
Reach out to this advisor