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 | 2021-07-27 |
Branch Locations
1803 Broadway St, San Antonio, TX 78215 • United States
800 Capitol St, Houston, TX 77002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 05/2013 | Present |
I*5345317, Entity Type: , Name of OBA: Nexzena, LLC, Address: The Woodlands, Texas, 77386, Investment Related: N, Position, Title, Association: guardian signatory , Employee Start Date: 08/19/2026, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: I am to sign on behalf of my son and his partner to open business checking accounts and other required legal documents until they turn 18. My son and his partner are under 18 and have requested me to be their guardian signatory to open banking accounts for their business. Their business is a software application that helps students to study by tracking time and habits, and generating study material by subject, among other features.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-27 |
Reach out to this advisor