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 |
|---|---|---|---|
| DC | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
1 disclosure category 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 | Washington | DC | 09/1978 | Present |
| Bank Of America, N.A. | Washington | DC | 05/2017 | Present |
I*81790 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: BILL GRACE AUTHOR INVESTMENT RELATED: N ADDRESS OF BUSINESS: CHEVY CHASE, MARYLAND 20815 NATURE OF BUSINESS: OTHER,NO CORPORATE STRUCTURE POSITION, TITLE, ASSOCIATION: OTHER START DATE OF RELATIONSHIP: 5/12/1982 NUMBER OF HOURS DEVOTED: 0 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: AUTHORED THREE BOOKS IN 1980S
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 1981-08-06 |
Reach out to this advisor