Best Investors
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Account
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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-11 |
| CO | RA | APPROVED | 2024-09-11 |
| TX | RA | APPROVED | 2024-03-19 |
| DC | RA | APPROVED | 2023-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | Washington | DC | 08/2019 | 08/2023 |
| Branch Banking And Trust / Truist | Washington | DC | 03/2014 | 08/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 08/2023 | Present |
| Bank Of America N.A. | Washington | DC | 09/2023 | Present |
I*1462283For profit or not for profit: Entity For ProfitName of outside business organization: UBERInvestment related: NAddress of business: San Francisco, California, 94158, United StatesNature of business: ["Corporation"]Position, title, association: ["Consultant/Independent Contractor"], Start date of relationship: 9/1/2023Number of hours devoted: 10 hour(s) WeeklyNumber of hours devoted during trading hours: 0Duties: , Use vehicle to pick up people and/or food/items and drop them off to designated destinationsI*1462280For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: NAddress of business: Washington, District of Columbia, 20010, United StatesNature of business: Position, title, association: Sole owner, Start date of relationship: 9/1/2023Number of hours devoted: 0 hour(s) WeeklyNumber of hours devoted during trading hours: 0Duties: I*4642281 Entity Type: Entity For Profit Name of OBA: ROVER Address: Olympia, Washington, 98501 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 06/05/2026 Number of Hours: 8, Weekly Number of Hours during trading: 0, Weekly Duties: Dog sitter Walk dogs, feed dogs. I*4642282 Entity Type: Entity For Profit Name of OBA: AIRBNB Address: Washington, District of Columbia, 20002 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 06/15/2026 Number of Hours: 4, Monthly Number of Hours during trading: 0, Monthly Duties: Short Term home rental Host Provide a place to stay for guests for a fee
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-02 |
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