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 | 2010-06-21 |
| CT | RA | APPROVED | 2007-09-11 |
| TX | RA | APPROVED_RES | 1994-08-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lancaster | PA | 08/1983 | Present |
| Bank Of America, N.A. | Lancaster | PA | 07/2011 | Present |
I*496164 Entity Type: N/A Name of OBA: Rental property held by The B Family Trust Address:Lancaster, PA Investment Related:No Position, Title, Association:Co-owner with other family members Start Date:01/03/2011 No Hours: 1 Monthly No Hours during trading:0 Duties:N/A I*496165 Entity Type: N/A Name of OBA: Rental property held by The B Family Trust Address:Lancaster, PA Investment Related:No Position, Title, Association:Co-owner with other family members Start Date:01/03/2011 No Hours: 0 Monthly No Hours during trading:0 Duties:N/A I*2173258, Entity Type: , Name of OBA: The J N B Trust , Address: Lancaster, Pennsylvania, 17602-2341, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 15-Jan-2025, No Hours: 2 Weekly, No Hours during Trading: 1 Weekly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 1984-09-07 |
Reach out to this advisor