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 | 2026-08-31 |
| CT | RA | APPROVED | 2026-07-10 |
Branch Locations
855 Boylston St, Boston, MA 02116 • United States
100 Federal St, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 03/2026 | Present |
| University Of Massachusetts Amherst | Amherst | MA | 08/2020 | 06/2022 |
| Boston University Questrom School Of Business | Boston | MA | 08/2022 | 05/2024 |
| Boston College Carroll School Of Management | Chestnut Hill | MA | 08/2024 | 08/2025 |
| Massachusetts Growth Capital Corporation (Massdevelopment) | Charlestown | MA | 06/2022 | 08/2022 |
| Massachusetts Growth Capital Corporation (Massdevelopment) | Charlestown | MA | 05/2023 | 08/2023 |
| China Everbright Bank | Ningbo | 05/2024 | 06/2024 | |
| Bank Of China | Shanghai | 07/2024 | 08/2024 | |
| Q Bay Center | Boston | MA | 10/2024 | 07/2025 |
| Lexington High School | Lexington | MA | 10/2018 | 05/2020 |
| Weymouth High School | Weymouth | MA | 04/2018 | 09/2018 |
| Ningbo High School | Ningbo | 08/2016 | 03/2018 | |
| Job Searching | Lexington | MA | 09/2025 | 02/2026 |
| Bank Of America, N.A. | Boston | MA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-09 |
Reach out to this advisor