Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-13 |
| PA | RA | APPROVED | 2023-06-15 |
| DE | RA | APPROVED | 2023-05-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wilmington | DE | 01/2023 | Present |
| Self Employed | Lincoln University | PA | 01/2023 | 01/2023 |
| A Bridge To Independence | Erie | PA | 02/2021 | 12/2022 |
| Erie County Care Management | Erie | PA | 01/2017 | 02/2021 |
| Barber National Institute | Erie | PA | 05/2018 | 02/2021 |
| Ymca Of Greater Erie | Harborcreek | PA | 07/2017 | 07/2018 |
| Sarah Reed Children's Center | Erie | PA | 09/2016 | 11/2016 |
| Kaleidascope Family Solutions | Erie | PA | 03/2016 | 01/2017 |
| Bank Of America, N.A. | Wilmington | DE | 02/2023 | Present |
I*1215260For profit or not for profit: Entity For ProfitName of outside business organization: Online Content CreationInvestment related: NAddress of business: Lincoln University, Pennsylvania, 19352Nature of business: ["Sole Proprietorship"]Position, title, association: ["Owner"], Start date of relationship: 4/3/2023Number of hours devoted: 5 hour(s) WeeklyNumber of hours devoted during trading hours: 0Duties: , My hobby is to create and stream media content, usually consisting of creating videos or live streaming to different online platforms. I have never received income from this activity, though it is possible I could in the future.I*1177273For profit or not for profit: Name of outside business organization: Independent ContractingInvestment related: NAddress of business: Lincoln University, Pennsylvania, 19352, United StatesNature of business: ["Business or Industry Organization"]Position, title, association: ["Other"], Start date of relationship: 8/10/2023Number of hours devoted: 12 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: Independent Contractor, Prior to my work at BoA, I did work assisting coordination agencies who serve individuals with physical, mental, and developmental disabilities. I am seeking approval to continue this work. I would be doing this as an independent contractor. I* 1381300 For profit or not for profit: Entity For Profit,Entity Publicly Traded Name of outside business organization: CSL Plasma Investment related: no Address of business: Newark, DE, 19713 Nature of business: Corporation Position, title, association: Other Start date of relationship: 07/10/2023 Number of hours devoted: 2 weekly Number of hours devoted during trading hours: 0 Duties: Similar to donating to the blood bank, donating plasma involves receiving a health screening, donating blood plasma, and receiving compensation for the activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-26 |
Reach out to this advisor