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 | 2016-01-06 |
| MN | RA | APPROVED | 2015-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wayzata | MN | 07/2014 | Present |
| Bank Of America, N.A. | Wayzata | MN | 10/2015 | Present |
I*: 2933265 Entity Type: Fiduciary role Name of OBA: D. S. Address: Minnetonka, MN 55345 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 07/29/2025 Number of Hours: 2 hrs annually Number of Hours during trading: 2 hrs annually Duties: Power of Attorney/ Spouse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-30 |
Reach out to this advisor