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 | 2015-01-28 |
| LA | RA | APPROVED | 2015-01-21 |
| MS | RA | APPROVED | 2010-09-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Baton Rouge | LA | 03/2010 | Present |
| Bank Of America, N.A. | Baton Rouge | LA | 03/2010 | Present |
I*2026398, Entity Type Fiduciary, Name of OBA: JRE Address: Baton Rouge, Louisiana, 70806 Investment Related: Yes Position, Title, Association: Guardianship Employee Start Date: 08-Apr-2024 No Hours: 1 monthly No Hours during trading: 1 monthly Duties: I*: 2430310 Entity Type: Fiduciary role Name of OBA: C. E. Address: Baton Rouge, LA 70806 Investment Related: No Position, Title, Association: Guardianship Employee Start Date: 1/7/2025 Number of Hours: 1 hr annually Number of Hours during trading: 1 hr annually Duties: Guardianship for child
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-01 |
Reach out to this advisor