Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-04-19
TX RA APPROVED 2019-01-24
CT RA APPROVED 2019-01-15
  • NY RA
    APPROVED
    Since 2021-04-19
  • TX RA
    APPROVED
    Since 2019-01-24
  • CT RA
    APPROVED
    Since 2019-01-15

Branch Locations

266 Merrick Rd, Lynbrook, NY 11563 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hewlett NY 10/2017 08/2018
Allen Rubin Md Pc New York NY 01/2015 10/2017
Bank Of America, N.A. Hewlett NY 05/2018 08/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hewlett NY 11/2018 Present
Bank Of America, N.A. Hewlett NY 01/2019 Present
Other Businesses

I*128629 For profit or not for profit: Non-Profit Organization Name of outside business organization: Jewish National Fund Investment related: N Address of business: New York, New York 10021 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 1/1/2020 Number of hours devoted: 3 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: JNF hosts fundraising and networking events. I attend these events because I'm philanthropic and I enjoy networking.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-13
  • S66 Uniform Combined State Law Examination
    2018-09-13

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Lynbrook, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor