Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2010-08-25 |
| IL | RA | APPROVED | 1998-04-12 |
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 | Peoria | IL | 10/1978 | Present |
| Bank Of America, N.A. | Peoria | IL | 12/2009 | Present |
I*111495 For profit or not for profit: For-Profit Organization Name of outside business organization: Granite Massif LLC Investment related: Y Address of business: Chicago, Illinois 60611 Nature of business: LLC, Position, title, association: Limited Partner, Start date of relationship: 1/15/2018 Number of hours devoted: 0 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Condo for investment with family primarily. No responsibilities or tasks required or asked of me I*1779276 Entity Type: N/A Name of OBA: Rental Property 1 Address:Fort Meyers Beach, FL Investment Related:No Position, Title, Association:Sole owner Start Date:03/18/2022 No Hours: 0 Yearly No Hours during trading:0 Duties:N/A I*1789279 , Entity Type, For Profit Name of OBA:KMD Florida Properties LLC Address: Fort Meyers Beach,FL,33931 Investment Related:NO Position, Title, Association: Owner Employee Start Date: 03/18/2022 No Hours:0 YEARLY No Hours during trading:0 Duties:Karen & Mike Leali stay there a few weeks a year and the building rents out the unit when we are not there and takes approx. 40% of the rental income. No responsibilities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 1981-06-10 |
Reach out to this advisor