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 |
|---|---|---|---|
| FL | RA | APPROVED | 2021-11-22 |
| TX | RA | APPROVED_RES | 2013-06-11 |
| NJ | RA | APPROVED | 2013-05-30 |
Branch Locations
77 Broad St, Red Bank, NJ 07701 • United States
Marco Island, FL • United States
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 | Red Bank | NJ | 05/2013 | Present |
| Bank Of America, N.A. | Red Bank | NJ | 07/2013 | Present |
I*2667316, Entity Type: , Name of OBA: Lands End Townhouse Condominium Association Inc., Address: Sea Bright, New Jersey, 07760, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 08/01/2025, No Hours: 14 Yearly, No Hours during Trading: 0 Yearly, Duties: a few conference calls each year and one meeting a year discuss with other board members what repairs or upgrades the comunity needs. Any interaction with contractors is taken care of with the president of the board.we will have an hour monthly call and a once a year inperson meeting with the residents
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-05 |
Reach out to this advisor