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 |
|---|---|---|---|
| MD | RA | APPROVED | 2020-12-10 |
| TX | RA | APPROVED | 2019-12-13 |
| CA | RA | APPROVED | 2018-12-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 10/2017 | Present |
| T.S Restaurants (Jake's) | Del Mar | CA | 06/2014 | 06/2018 |
| Gaslamp Event Management | San Diego | CA | 10/2015 | 11/2016 |
| Bank Of America, N.A. | San Diego | CA | 09/2018 | Present |
I*: 2503272 Entity Type: Fiduciary role Name of OBA: J. E M. CHILDRENS PERPETUAL TRUST Address: EDGEWATER., MD 21037 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 5/31/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: Successor Trustee for grandparents I*: 2503274 Entity Type: Fiduciary role Name of OBA: PARADISE PROPERTY TRUST Address: Edgewater, MD 21037 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 12/30/2024 Number of Hours: 1 hr mthly Number of Hours during trading: 0 Duties: Trustee for grandfather
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-05 |
Reach out to this advisor