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 |
|---|---|---|---|
| MT | RA | APPROVED | 2023-05-19 |
| TX | RA | APPROVED | 2023-05-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Billings | MT | 08/2022 | Present |
| Billings Clinic Foundation | Billings | MT | 07/2020 | 07/2022 |
| Carroll College | Helena | MT | 08/2016 | 12/2019 |
| Oildigger Resources, Llc | Billings | MT | 12/2019 | 05/2020 |
| Office Of Consumer Protection And Victim Services | Helena | MT | 10/2017 | 12/2019 |
| Bank Of America, N.A | Billings | MT | 02/2024 | Present |
I*: 2049306 Entity Type: HOA, Co-op, Freehold Name of OBA: Annafeld Home Owners Association Address: Billings, MT Investment Related: No Position, Title, Association: Committee, Board Member, Officer Employee Start Date: 10/23/2024 Number of Hours: 4 hrs mthly Number of Hours during trading: 2 hrs mthly Duties: HOA District President and district representative on the Board of Governors for the Annafeld HOA General Assembly. As HOA President, I will assist in planning neighborhood events, gather feedback from homeowners to communicate to the GA and company that enforces HOA mandates, and communicate any important changes or information to homeowners from the GA meetings. My main responsibilities include attending GA meetings with other district presidents and monitor my email for any important updates from the company that enforces our HOA mandates.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-18 |
Reach out to this advisor