Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-13 |
| NY | RA | APPROVED | 2025-09-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Poughkeepsie | NY | 06/2024 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Poughkeepsie | NY | 06/2022 | 08/2022 |
| Nostrano Vineyards | Milton | NY | 05/2021 | 08/2024 |
| Weed Orchards And Winery | Marlboro | NY | 05/2018 | 08/2020 |
| University At Buffalo | Buffalo | NY | 08/2021 | 05/2025 |
| Marlboro Youth Baseball | Marlboro | NY | 04/2018 | 09/2019 |
| Unemployed | Milton | NY | 07/2015 | 03/2018 |
| Tee Bar Corporation | Highland | NY | 01/2022 | 01/2022 |
| Rocking Horse Ranch Operating Co | Highland | NY | 01/2022 | 01/2022 |
| Italian Village Restaurant | Depew | NY | 03/2023 | 08/2023 |
| Unemployed | Milton | NY | 09/2020 | 04/2021 |
| Bank Of America, N.A. | Poughkeepsie | NY | 08/2025 | Present |
I*2641273, Entity Type Not for profit, Name of OBA: Cystic Fibrosis Foundation Address: MelvilleNew York11747 Investment Related: NoPosition, Title, Association: Member Employee Start Date:07/28/2025 No Hours: 3 monthly No Hours during trading: 0 Duties: Attend educational and networking events. Occasionally volunteer at CF events, The purpose of the Tomorrow's Leaders Program through the Cystic Fibrosis Foundation is to raise awareness and help improve the lives of those living with Cystic Fibrosis. They are a group of young professionals growing their network while supporting a great cause. I*3313289, Entity Type Not for profit, Name of OBA: United Way Emerging Leaders Address: PoughkeepsieNew York12601 Investment Related: No Position, Title, Association:Volunteer, Member, Member Employee Start Date: 12/11/2025No Hours: 2 monthly No Hours during trading:0 Duties:Volunteering my time to help give back to the community, Network with young professionals and give back to the community
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-19 |
Reach out to this advisor