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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-19 |
| TX | RA | APPROVED_RES | 2017-03-01 |
| CT | RA | APPROVED | 2012-05-16 |
Branch Locations
1325 Franklin Ave, Garden City, NY 11530 • United States
Locust Valley, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner &Amp; Smith Incorporated | New York | NY | 03/2012 | Present |
| Bank Of America N.A | Garden City | NY | 06/2012 | Present |
I*113859 For profit or not for profit: Non-Profit Organization Name of outside business organization: Locust Valley Cemetery Investment related: N Address of business: Locust Valley, New York 11560 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 5/8/2019 Number of hours devoted: 2 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: Entity is privately funded by plot sales along with private donations. The purpose of the Board Directorship participation intends to participate in general management oversite of cemetery maintenance staff , broad operational business functions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 1987-05-13 |
Reach out to this advisor