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 |
|---|---|---|---|
| OH | RA | APPROVED | 2004-04-26 |
| TX | RA | APPROVED_RES | 1998-09-11 |
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 | Cleveland | OH | 12/1988 | Present |
| Bank Of America, Na | Cleveland | OH | 12/2009 | Present |
I*3212265Entity Type: Fiduciary roleName of OBA: K. K.Address: Westlake, Ohio, 44145Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 11/30/2011Number of Hours: 0Number of Hours during trading: 0Duties: Power of Attorney/SpouseI*3301267Entity Type: N/AName of OBA: C E K TTEE KARL A KNIELY TTEE U/A DTD 11/03/2025Address: westlake, Ohio, 44145Investment Related: NoPosition, Title, Association: Co-TrusteeEmployee Start Date: 12/31/2025Number of Hours: 0, YearlyNumber of Hours during trading: 0, YearlyDuties: Child/Grandchild I*3835265 Entity Type: N/A Name of OBA: E K T BENEFICIARIES ON FILE Address: rocky river, Ohio, 44116 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 02/24/2026 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: Parents
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 1983-06-10 |
Reach out to this advisor