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 | 2016-07-28 |
| CA | RA | APPROVED | 2014-01-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Citrus Heights | CA | 01/2014 | Present |
| Bank Of America, N.A. | Citrus Heights | CA | 02/2014 | Present |
I*: 2506281 Entity Type: Fiduciary role Name of OBA: K. Family Living Trust Address: Folsom, CA 95630 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 08/24/2009 Number of Hours: 0 Number of Hours during trading: 0 Duties: Successor Trustee for family trust
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-24 |
Reach out to this advisor