Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-02-07 |
| NJ | RA | APPROVED | 2013-09-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bridgewater | NJ | 06/2013 | Present |
| Bank Of America, N.A. | Bridgewater | NJ | 11/2013 | Present |
I*66074 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: DANIEL HOWARD INVESTMENT RELATED: NO ADDRESS OF BUSINESS: VIRGINIA BEACH, VIRGINIA 23464 POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 8/14/2013 NUMBER OF HOURS DEVOTED: 1 HOUR MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: FULL-TIME RENTAL I*12914 Fiduciary Role Name of outside business organization: R. H. Investment related: No Address of business: Vrigina Beach, Virginia 23464 Position, title, association: Power of Attorney Start date of relationship: 1/4/2021 Number of hours devoted: 2 hours Monthly Number of hours devoted during trading hours: 2 Duties: Power of Attorney/Parent I*12913 Fiduciary Role Name of outside business organization: J. H. Investment related: No Address of business: Virginia Beach, Virginia 23464 Position, title, association: Power of Attorney Start date of relationship: 1/4/2021 Number of hours devoted: 2 hours Monthly Number of hours devoted during trading hours: 2 Duties: Power of Attorney/Parent I*4665276 Entity Type: Fiduciary role Name of OBA: A. H. Address: Sea Bright, New Jersey, 7760 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 06/05/2026 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: Power of Attorney/Spouse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-10 |
Reach out to this advisor