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 | 2022-06-14 |
| FL | RA | APPROVED | 2022-06-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Private Client Wealth Llc | West Palm Beach | FL | 11/2018 | 05/2022 |
| Td Bank | Boca Raton | FL | 09/2014 | 11/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boynton Beach | FL | 05/2022 | Present |
| Bank Of America, N.A. | Boynton Beach | FL | 05/2022 | Present |
I*1477260 For profit or not for profit: Entity For Profit Name of outside business organization: Roberts Contracting Inc Investment related: N Address of business: Boynton Beach, Florida, 33435, United States Nature of business: ["Corporation"] Position, title, association: ["Other"], Start date of relationship: 9/20/2023 Number of hours devoted: 0 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: authorized signer only, Authorized signer on my husband's business in case anything should happen to him. I would have no responsibility in the business. My husband is a general contractor specializing in doors and hardware on commercial properties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-18 |
Reach out to this advisor