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 | 2023-02-08 |
| RI | RA | APPROVED | 2023-02-07 |
Branch Locations
3400 Pawtucket Ave Ci Relationship Management, Riverside, RI 02915 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln | RI | 09/2022 | Present |
| Phh Mortgage/Ocwen | Mount Laurel | NJ | 06/2022 | 07/2022 |
| Phh Mortgage/Ocwen | Mount Laurel | NJ | 04/2003 | 06/2022 |
| Bank Of America, N.A. | Lincoln | RI | 07/2024 | Present |
I*1024248, Entity Type: , Name of OBA: Rental Property 1, Address: Lincoln , Rhode Island, 02865, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee Start Date: 08/01/2018, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties: I*2795274 Entity Type: Fiduciary role Name of OBA: D.J.M. TTEE J.P.M. 07/17/2025 Address: Cumberland RI Investment Related: No Position, Title, Association: Trustee Start Date:09/25/2025 No Hours: 0 Yearly No Hours during trading:0 Yearly Duties: Trustee for Self, Spouse I*2934266 Entity Type: Fiduciary role Name of OBA: J. P M. TTEE Address: Cumberland, RI 02864Investment Related: NoPosition, Title, Association: Successor TrusteeEmployee Start Date: 10/01/2025Number of Hours: 0Number of Hours during trading: 0Duties: Successor Trustee / Spouse I*2795274 Entity Type: Fiduciary role Name of OBA: D. J. M. TTEE J. P. M. 07/17/2025 Address: Cumberland, RI, 2864 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 09/25/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: Trustee/Self, Spouse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-06 |
Reach out to this advisor