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 | 2014-02-17 |
| MT | RA | APPROVED | 2013-12-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Missoula | MT | 08/2013 | Present |
| Bank Of America, N.A. | Missoula | MT | 03/2014 | Present |
I*2047286, Entity Type, Entity for Profit, Name of OBA: Duke-N-Lola LLC, Address: Missoula, MT, 59802, Investment Related: No, Position, Title, Association: General Partner/Managing Member, Employee Start Date: 04/24/2020, No Hours: 0, No Hours during trading: 0, Duties: We own a property in this LLC. The LLC does not have any income. We have a bank account open in the LLC with the sole purpose of paying the mortgage and property taxes. I*4693280 Entity Type: N/A Name of OBA: BRIAN J EICHOLTZ EXEC EST OF MHE ESTATE Address: Missoula, Montana, 59802 Investment Related: No Position, Title, Association: Executor Employee Start Date: 06/11/2026 Number of Hours: 10, Yearly Number of Hours during trading: 5, Yearly Duties: Parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-19 |
Reach out to this advisor