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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-05-19 |
| NY | RA | APPROVED | 2023-05-18 |
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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | Albany | NY | 08/2010 | 05/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Clifton Park | NY | 05/2023 | Present |
| Bank Of America, N.A. | Clifton Park | NY | 08/2023 | Present |
I*3096267Entity Type: Name of OBA: Rental Property 1Address: New York, 12204Investment Related: NoPosition, Title, Association: Co-owner with other family membersEmployee Start Date: 07/01/2025Number of Hours: 3, YearlyNumber of Hours during trading: 0, YearlyDuties: I*4650286, Entity Type: Entity For Profit, Name of OBA: 322 O Road LLC, Address: Menanda, New York, 12204, Investment Related: N, Position, Title, Association: ["Owner"], Employee Start Date: 05/04/2026, No Hours: 0 Monthly, No Hours during Trading: 0 Monthly, Duties: holding LLC only LLC to hold real estate investment only
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 1984-10-06 |
Reach out to this advisor