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 | 2023-01-31 |
| CA | RA | APPROVED | 2022-12-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tucson | AZ | 08/2022 | Present |
| Dick's Sporting Goods | Tucson | AZ | 05/2016 | 07/2019 |
| The Preserve Golf Club | Tucson | AZ | 01/2019 | 04/2020 |
| Unemployed | Tucson | AZ | 04/2020 | 08/2020 |
| The Preserve Golf Club | Tucson | AZ | 08/2020 | 02/2021 |
| Club Champion Golf | Tucson | AZ | 02/2021 | 07/2022 |
| Arizona State University | Tempe | AZ | 06/2020 | 05/2022 |
| Bank Of America N.A. | Tucson | AZ | 10/2022 | Present |
I*1482267 Entity Type: Fiduciary role Name of OBA: The D. E. and L. M. E. Revocable Trust Address: Tucson, Arizona, 85739 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 07/26/2023 Number of Hours: 50, Yearly Number of Hours during trading: 0 Duties: Trustee/Grandparent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-22 |
Reach out to this advisor