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 |
|---|---|---|---|
| PA | RA | APPROVED | 2024-10-11 |
| TX | RA | APPROVED_RES | 2019-11-26 |
| NJ | RA | APPROVED | 2019-11-13 |
Branch Locations
Monroe Township , NJ • United States
7 Roszel Rd, Princeton, NJ 08540 • United States
600 Hyde Park, Doylestown, PA 18902 • United States
1040 Stony Hill Rd, Yardley, PA 19067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 08/1979 | 05/2017 |
| Unemployed | Monroe Township | NJ | 01/2019 | 10/2019 |
| Unemployed | Monroe Township | NJ | 05/2017 | 09/2017 |
| Morgan Stanley | New York | NY | 09/2017 | 01/2019 |
| Merrill Lynch | Princeton | NJ | 10/2019 | Present |
I*5560268 Entity Type: N/A Name of OBA: M A V Address: Blauvelt, ny, 10913 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 09/15/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0, Monthly Duties: Aunt
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 1983-12-21 |
Reach out to this advisor