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 | 2018-01-12 |
| NJ | RA | APPROVED | 2017-01-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 01/2017 | Present |
| Self Employed | Lambertville | NJ | 08/2015 | Present |
| Triumph Brewing Company | New Hope | PA | 10/2016 | Present |
| Sweetgrass Restaurant | Hopewell | NJ | 08/2015 | 09/2016 |
| Bank Of America, N.A. | Pennington | NJ | 12/2017 | Present |
For profit; Name of outside business organization: Freelance Voice Talent - Non Investment-Related - Lambertville, NJ 08530; Freelance voice talent; Start date of relationship: 08/2015; Number of hours devoted: Typically work <10hrs per week outside of work hours; Number of hours devoted during trading hours: 0 Duties: I have no involvement with creative process beyond recording scripts as they are provided to me. I*: 2431284 Entity Type: Fiducial Responsibility Name of OBA: C. H.-P. Address: Boonton Twp, NJ 07005 Investment Related: No Position, Title, Association: POA Employee Start Date: 10/22/2024 Number of Hours: 4 hrs mthly Number of Hours during trading: 0 Duties: POA for parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-12 |
Reach out to this advisor