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 |
|---|---|---|---|
| FL | RA | APPROVED | 2021-02-02 |
| IL | RA | APPROVED | 1998-04-12 |
| TX | RA | APPROVED_RES | 1990-03-21 |
Branch Locations
21805 W Field Pkwy, Deer Park, IL 60010 • United States
9128 Strada Pl, Naples, FL 34108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Barrington | IL | 10/1971 | Present |
| Bank Of America, N.A. | Deer Park | IL | 06/2011 | Present |
I*99628 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: BOY SCOUTS OF AMERICA NATIONAL FOUNDATION INVESTMENT RELATED: N ADDRESS OF BUSINESS: IRVING, TEXAS 75038 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: TRUSTEE, START DATE OF RELATIONSHIP: 11/7/2016 NUMBER OF HOURS DEVOTED: 20 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 4 DUTIES: TRUSTEE, HELP ESTABLISH A CULTURE OF PHILANTHROPY FOR THE BSA FOUNDATION. HELP RAISE FUNDS FOR LOCAL AND NATIONAL SCOUTING INITIATIVES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 1980-01-18 |
Reach out to this advisor