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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-09-25 |
| CA | RA | APPROVED | 2009-10-23 |
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 | Glendale | CA | 10/2009 | Present |
| Bank Of America,N.A. | Glendale | CA | 06/2011 | Present |
I*4718281 Entity Type: Name of OBA: A. A. R. Trust Address: Panaroma City, California, 91402-5317 Investment Related: No Position, Title, Association: Employee Start Date: 06/12/2026 Number of Hours: 0 Number of Hours during trading: 0 Duties: successor trustee
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-25 |
Reach out to this advisor