Best Investors
Account
Sign in
Best Investors
Account
Sign in
1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2023-12-08 |
| VA | RA | APPROVED | 2023-07-03 |
| TX | RA | APPROVED | 2022-09-26 |
Branch Locations
1700 M Street Nm 5Th Floor, Washington, DC 20036 • United States
Washington, DC • 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 | 11/1995 | 09/2022 |
| Ubs Financial Services Inc. | Washington Dc | DC | 09/2022 | Present |
| Bank Of America, N.A. | Washington | DC | 07/2011 | 09/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-29 |
Reach out to this advisor