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 | 2023-10-30 |
| PA | RA | APPROVED | 2023-04-13 |
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 |
|---|---|---|---|---|
| Nylife Securities Llc | Lake Success | NY | 09/2018 | 10/2020 |
| New York Life Insurance Co. | Lake Success | NY | 03/2018 | 10/2020 |
| Unemployed | Rosedale | NY | 01/2016 | 03/2018 |
| The Vanguard Group, Inc. | Malvern | PA | 09/2020 | 03/2023 |
| Straight Line Source | Uniondale | NY | 08/2021 | 09/2021 |
| Hst Cvrd, Insurance | Queens Village | NY | 08/2021 | 01/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Philadelphia | PA | 03/2023 | Present |
| Bank Of America, N.A. | Philadelphia | PA | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-26 |
Reach out to this advisor