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_RES | 2022-07-21 |
| IL | RA | APPROVED | 2014-12-23 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Springfield | IL | 09/2014 | Present |
| Bank Of America, N.A. | Springfield | IL | 12/2014 | Present |
I*104161 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: BOB FREESEN YMCA INVESTMENT RELATED: N ADDRESS OF BUSINESS: JACKSONVILLE, ILLINOIS 62650 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 3/1/2017 NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: BOARD MEMBER. ENTITY IS A COMMUNITY FOCUSED NON-PROFIT WITH RECREATIONAL PROGRAMS AND SERVICES FOR ALL AGES. I*104165 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: JACKSONVILLE AREA CHAMBER OF COMMERCE INVESTMENT RELATED: N ADDRESS OF BUSINESS: JACKSONVILLE, ILLINOIS 62650 NATURE OF BUSINESS: COOPERATIVE, POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 3/1/2017 NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: BOARD OF DIRECTOR. TO IMPROVE THE BUSINESS CLIMATE, PROMOTE ECONOMIC DEVELOPMENT, AND ENHANCE THE QUALITY OF LIFE IN THE JACKSONVILLE AREA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-22 |
Reach out to this advisor