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 |
|---|---|---|---|
| CA | RA | APPROVED | 2017-07-31 |
| TX | RA | APPROVED_RES | 2017-07-05 |
Branch Locations
100 Front St Ci Business Controls, Worcester, MA 01608 • United States
2555-2595 W Chandler Blvd Ci Client Services, Chandler, AZ 85224 • United States
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 03/2017 | Present |
| Unemployed | Los Angeles | CA | 02/2017 | 03/2017 |
| 365 By Whole Foods | Los Angeles | CA | 12/2016 | 02/2017 |
| Postmates | Los Angeles | CA | 10/2016 | 12/2016 |
| Unemployed | Los Angeles | CA | 07/2016 | 10/2016 |
| Bank Of America, N.A. | Chandler | AZ | 03/2017 | Present |
I*: 2666272Entity Type: Fiduciary roleName of OBA: The C. TrustAddress: Chandler, AZ 85286Investment Related: NoPosition, Title, Association: Successor TrusteeEmployee Start Date: 08/05/2025Number of Hours: 5 hrs wklyNumber of Hours during trading: 0Duties: Successor TrusteeParents, Siblings, Grand Parents, Aunt, CousinI*: 2667302Entity Type: Fiduciary roleName of OBA: F. C.Address: Chandler, AZ 85286Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 08/05/2025Number of Hours: 1 hr annuallyNumber of Hours during trading: 0Duties: Power of Attorney: Power of Attorney Grand Parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-30 |
Reach out to this advisor