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 |
|---|---|---|---|
| FL | RA | APPROVED | 2022-07-18 |
| TX | RA | APPROVED_RES | 2011-11-21 |
| NJ | RA | APPROVED | 2011-08-19 |
Branch Locations
1 Deforest Ave, Summit, NJ 07901 • United States
900 S Us Highway 1, Jupiter, FL 33477 • United States
3507 Kyoto Gardens Dr, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bedminster | NJ | 08/2011 | Present |
| Bank Of America, N.A. | Bedminster | NJ | 10/2011 | Present |
.I*4396269 Entity Type: Fiduciary role Name of OBA: A. and J. M. Trust Address: East Hampton, New York, 11937 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 11/11/2025 Number of Hours: 1, Yearly Number of Hours during trading: 0 Duties: Successor Trustee/Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-23 |
Reach out to this advisor