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 |
|---|---|---|---|
| PA | RA | APPROVED | 2021-02-01 |
| TX | RA | APPROVED_RES | 2020-09-21 |
| MD | RA | APPROVED | 2020-08-11 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. Rowe Price Investment Services, Inc | Owings Mills | MD | 05/2011 | 04/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbia | MD | 04/2020 | Present |
| Bank Of America, N.A. | Columbia | MD | 08/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-26 |
Reach out to this advisor