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 | 2012-10-17 |
| CA | RA | APPROVED | 2011-09-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bend | OR | 07/2011 | Present |
| Bank Of America, N.A. | Bend | OR | 10/2011 | Present |
I*2021 For profit or not for profit: Governmental or Public Purpose Entity Name of outside business organization: Realms Middle School Investment related: No Address of business: Bend, Oregon 97701 Position, title, association: Board Member Start date of relationship: 2/1/2017 Number of hours devoted: 3 hours Monthly Number of hours devoted during trading hours: 0 Duties: Attend monthly board meetings I*2026331, Entity Type Fiduciary role Name of OBA: ARS TTEE U/A DTD 11/07/2022 SL Address: Bend, Oregon, 97701 Investment Related: Yes Position, Title, Association: Trustee Employee Start Date: Sep-01-2024 No Hours: 2 Yearly No Hours during trading: 0 Duties: Trustee/Parents I*3050266 Entity Type: Entity For Profit Name of OBA: Lexington Ave, LLC Address: Bend, Oregon, 97701 Investment Related: No Position, Title, Association: Owner Employee Start Date: 10/21/2025 Number of Hours: 20, Yearly Number of Hours during trading: 0, Yearly Duties: Limit Liability for Rental Property Owner of the LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-13 |
Reach out to this advisor