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 | 2016-04-06 |
| CA | RA | APPROVED | 2014-08-08 |
Branch Locations
2555-2595 W Chandler Blvd Ci Client Management, Chandler, AZ 85224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 02/2013 | Present |
| Bank Of America, N. A. | Chandler | AZ | 08/2019 | Present |
I*5009267, Entity Type: , Name of OBA: Desert Ridge Choir Parent Organization , Address: Mesa, Arizona, 85209, Investment Related: N, Position, Title, Association: Treasurer, Employee Start Date: 07/28/2026, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: balance the bank statement and keep track of voted expenses the committee wants to pay for. write checks for payment that require 2 signatures on them. Parent organization for my daughters Choir. I was voted to become treasurer for this school year.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-29 |
Reach out to this advisor