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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-19 |
| TX | RA | APPROVED | 2018-12-27 |
| CT | RA | APPROVED | 2018-10-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integrated Financial Concepts Llc / National Life Ins Co | Staten Island | NY | 10/2016 | 03/2018 |
| Primerica | Brooklyn | NY | 12/2015 | 10/2016 |
| Equity Services, Inc. | Montpelier | VT | 02/2017 | 03/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated(7691) | New York | NY | 03/2018 | Present |
I*4624313, Entity Type: , Name of OBA: The 2026 G Family Irrevocable Trust, Address: Staten Island, New York, 10308, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 05/22/2026, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: I*4624314, Entity Type: , Name of OBA: L G, Address: Staten Island, New York, 10308, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 05/22/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-16 |
Reach out to this advisor