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 | 2011-07-26 |
| SD | RA | APPROVED | 2008-10-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And Smith | Sioux Falls | SD | 06/2008 | Present |
| Bank Of America,N.A. | Sioux Falls | SD | 06/2011 | Present |
I*4399273 Entity Type: Church or Religious Organization Name of OBA: SD Conference UCC Foundation Board Address: Pierre, South Dakota, 57501 Investment Related: No Position, Title, Association: Committee, Board Member Employee Start Date: 05/01/2026 Number of Hours: 8, Yearly Number of Hours during trading: 0 Duties: Oversees the Foundation of the SD Conference United Church of Christ and approves distributions for scholarships, etc. Board/committee member The investment committee primarily reviews the investment statements looking at performance and asset allocation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-03 |
Reach out to this advisor