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 | 2019-11-22 |
| NJ | RA | APPROVED | 2007-11-01 |
| TX | RA | APPROVED_RES | 2007-10-02 |
Branch Locations
7 Roszel Rd, Princeton, NJ 08540 • United States
Annandale, NJ • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 | Princeton | NJ | 09/2007 | Present |
| Bank Of America,Na | Princeton | NJ | 09/2009 | Present |
I*: 2757272 Entity Type: Fiduciary role Name of OBA: B. S. Address: Auburn, NY 13021 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 09/15/2025 Number of Hours: 1 hr mthly Number of Hours during trading: 1 hr mthly Duties: Power of Attorney for Aunt
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-10-29 |
Reach out to this advisor