Best Investors
Account
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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-06 |
| CT | RA | APPROVED | 2026-07-24 |
Branch Locations
9000 Southside Blvd Ci Client Management, Jacksonville, FL 32256 • 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 | 05/2026 | Present |
| Boston College | Chestnut Hill | MA | 08/2019 | 05/2023 |
| Kingswood Oxford | West Hartford | CT | 08/2014 | 08/2019 |
| Boston College | Chestnut Hill | MA | 05/2023 | 05/2026 |
| Boston College Baseball | Chestnut Hill | MA | 06/2023 | 07/2023 |
| Boston College | Chestnut Hill | MA | 06/2024 | 07/2024 |
| Integrity Data Solutions Inc | Rocky Hill | CT | 06/2020 | 07/2020 |
| Bank Of America, N.A. | Boston | MA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-23 |
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