Best Investors
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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-01-30 |
| VA | RA | APPROVED | 2020-12-04 |
| TX | RA | APPROVED_RES | 2009-03-27 |
| DC | RA | APPROVED | 2008-10-06 |
Branch Locations
1800 K St Nw, Washington, DC 20006 • United States
7501 Wisconsin Ave Wk North, Md, Bethesda, MD 20814 • United States
Arlington, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 04/1980 | Present |
I*33532 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL PROPERTY - RESIDENCE INVESTMENT RELATED: N ADDRESS OF BUSINESS: WATERFORD, CONNECTICUT 6385 NATURE OF BUSINESS: OTHER,SINGLE FAMILY HOME OWNED WITH SPOUSE POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 2/29/1992 NUMBER OF HOURS DEVOTED: 0 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: JOINT OWNER JOINT OWNER I*36293 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: COLES REST INVESTMENT RELATED: N ADDRESS OF BUSINESS: REEDVILLE, VIRGINIA 22539 NATURE OF BUSINESS: OTHER,JOINT OWNERSHIP WITH SOPPUSE POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 11/1/2010 NUMBER OF HOURS DEVOTED: 0 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: JOINT OWNER WITH SPOUSE OF APPROXIMATELY 13 ACRES OF WATERFRONT LAND THAT IS BEING FARMED BY A TENANT FARMER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 1986-08-15 |
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