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_RES | 2018-07-23 |
| NJ | RA | APPROVED | 2017-01-10 |
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 |
|---|---|---|---|---|
| Lincoln Financial Advisors | Rye Brook | NY | 09/2014 | 01/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Red Bank | NJ | 01/2017 | Present |
| Bank Of America, N.A. | Red Bank | NJ | 03/2017 | Present |
I*106125 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: EDEN AUTISM INVESTMENT RELATED: N ADDRESS OF BUSINESS: PRINCETON, NEW JERSEY 8540 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: TRUSTEE, START DATE OF RELATIONSHIP: 8/11/2017 NUMBER OF HOURS DEVOTED: 300 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: EDEN SUPPORTS CHILDREN FROM INFANCY TO YOUNG ADULTS WITH AUTISM AND DIAGNOSED ON THE AUTISM SPECTRUM. THEY RUN A SCHOOL ON THEIR CAMPUS FOR SERIOUSLY AFFLICTED CHILDREN AND ALSO CREATE AND MANAGE CURRICULUM FOR SCHOOL DISTRICTS ON THE EAST COAST.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-02 |
Reach out to this advisor