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 | 2016-07-19 |
| CA | RA | APPROVED | 2011-10-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Foster City | CA | 09/2011 | Present |
| Bank Of America, N.A. | Foster City | CA | 12/2011 | Present |
I*945324Type of Entity: School, College or UniversityName of outside business organization: Chitresh Das InstituteInvestment related: NoAddress of business: San Francisco, California, 94112Position, title, association: Board MemberStart date of relationship: 4/1/2025Number of hours devoted: 2 hrs wkly Number of hours devoted during trading hours: 0 Duties: Fundraising volunteer for a non profit organization and also a board member I*697242 Entity Type: Fiduciary Role Name of OBA: B FAMILY TRUST Address: SAN MATEO, California, 94403 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 12/21/2021 Number of Hours: 1, Weekly Number of Hours during trading: 1, Weekly Duties: Self, Spouse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-01 |
Reach out to this advisor