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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2004-04-01 |
| TX | RA | APPROVED_RES | 1986-11-07 |
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 | Westfield | NJ | 11/1982 | Present |
| Bank Of America,N.A. | Westfield | NJ | 06/2011 | Present |
I*4205269, Entity Type, Name of OBA: MLPF& S CUST FPO F J M JR RRA FBO F J M JR Address: BinghamtonNew York13903 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 03/26/2026 No Hours: 1 weekly No Hours during trading: 1 weekly Duties: I*4205271, Entity Type: , Name of OBA: MLPF& S CUST FPO J B M IRRA FBO J B M, Address: vestal, New York, 13760, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 03/25/2026, No Hours: 1 Weekly, No Hours during Trading: 1 Weekly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 1983-03-15 |
Reach out to this advisor