Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-05-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cincinnati | OH | 01/2026 | Present |
| Laurel Springs | Mason | OH | 02/2016 | 07/2017 |
| William Mason High School | Mason | OH | 07/2017 | 09/2020 |
| Northwestern University | Evanston | IL | 09/2020 | 06/2024 |
| Northwestern University | Evanston | IL | 06/2024 | 06/2025 |
| Unemployed | Mason | OH | 07/2025 | 01/2026 |
| George + Company Investment Bank | New York | NY | 06/2023 | 09/2023 |
| Integrus Partners | Dallas | TX | 11/2024 | 04/2025 |
| Ubs | Chicago | IL | 10/2022 | 12/2022 |
| Glenview Park District | Glenview | IL | 06/2025 | 08/2025 |
| Bank Of America, N.A. | Cincinnati | OH | 03/2026 | Present |
I*4521295 Entity Type: Entity Charitable Name of OBA: Cincinnati Tennis Foundation Address: Mason, Ohio, 45040 Investment Related: No Position, Title, Association: Employee Employee Start Date: 05/09/2026 Number of Hours: 4, Weekly Number of Hours during trading: 0, Weekly Duties: Non Profit Tennis Organization Giving tennis lessons to kids at the Western and Southern Open.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-04 |
Reach out to this advisor