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 |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-15 |
| TX | RA | APPROVED | 2024-10-15 |
Branch Locations
2555-2595 W Chandler Blvd Ci Client Management, Chandler, AZ 85224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America | Chandler | AZ | 09/2021 | 11/2022 |
| Unemployed | Gilbert | AZ | 02/2017 | 09/2021 |
| Walden University | Minneapolis | MN | 10/2015 | 12/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 11/2022 | 02/2023 |
| Bank Of America | Tempe | AZ | 09/2015 | 02/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 02/2023 | 04/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 05/2024 | Present |
| Bank Of America N.A. | Chandler | AZ | 05/2024 | Present |
Name of the other businessNone (Rental property) Whether the business is investment-relatedNon-investment related Address of the other businessGilbert AZ 85234 Nature of the other businessRental Property Your positionCo-Owner Title, or relationship with the other businessCo-Owner Start date of your relationship10/01/2022 Approximate number of hours/month you devote to the other businessNone Number of hours you devote to the other business during securities trading hoursNone Briefly describe your duties relating to the other businessWe bought a new house and rented our old house. I'm the co-owner with my husband in the property. The rental property is managed by a property management company, so I do not spend any time on that business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-08 |
Reach out to this advisor