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 |
|---|---|---|---|
| PA | RA | APPROVED | 2025-07-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 01/2006 | 04/2019 |
| Morgan Stanley | Lawrenceville | NJ | 04/2019 | 10/2020 |
| Rbc Capital Markets, Llc | Princeton | NJ | 10/2020 | 03/2025 |
| Merit Financial Advisors | Alpharetta | GA | 03/2025 | 06/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Philadelphia | PA | 07/2025 | Present |
| Bank Of America, N.A. | Philadelphia | PA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-01 |
Reach out to this advisor