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 |
|---|---|---|---|
| MI | RA | APPROVED | 2010-09-17 |
| TX | RA | APPROVED_RES | 1998-04-24 |
Branch Locations
39577 Woodward Ave, Bloomfield Hills, MI 48304 • United States
1004 Three Mile, Grosse Pointe Park, MI 48230 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Detroit | MI | 06/1977 | Present |
| Bank Of America, Na | Detroit | MI | 12/2009 | Present |
I*132352 For profit or not for profit: Non-Profit Organization Name of outside business organization: Armenian Church Endowment Fund Investment related: Y Address of business: New York, New York 10016 Nature of business: Charitable Organization Position, title, association: Committee Member, Start date of relationship: 7/31/2020 Number of hours devoted: 2 hour(s) Quarterly Number of hours devoted during trading hours: 2 Duties: I would be a Board member and on the finance Committee review prior meeting minutes Review investment portfolio with direction of the Consultant Give comments to the reasonableness of investment results Review/Approve Budget
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 1983-09-29 |
Reach out to this advisor