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 | 2025-06-30 |
| NJ | RA | APPROVED | 2019-02-01 |
Branch Locations
100 Campus Dr Division - Mid Atlantic, Florham Park, NJ 07932 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman, Sachs & Co. | New York | NY | 10/1996 | 07/2016 |
| Garden Leave/Unemployed | Summit | NJ | 08/2016 | 02/2017 |
| Fidelity Brokerage Services Llc | Millburn | NJ | 02/2017 | 01/2019 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 01/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Westfield | NJ | 01/2019 | Present |
I*1030259 For profit or not for profit: Entity Charitable Name of outside business organization: Summit Civic Foundation Investment related: N Address of business: Springfield, New Jersey, 07081, United States Nature of business: ["Charitable Organization"] Position, title, association: ["Board Member"], Start date of relationship: 10/10/2022 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Board member on non profit for affordable housing and treasurer
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 1984-09-26 |
Reach out to this advisor