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 | 2024-05-02 |
Branch Locations
5500 Preston Rd, Dallas, TX 75205 • United States
1 Cowboys Way, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 10/2011 | Present |
I*2700268, Entity Type: Entity Charitable, Name of OBA: Ascend Dallas, Address: Dallas, Texas, 75244, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 08/01/2025, No Hours: 8 Monthly, No Hours during Trading: 2 Monthly, Duties: Provide board governance over the non-profit. The Ascend mission is to empower women, fight poverty and impact generations through tailored suite of confidence and skill building services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-01 |
Reach out to this advisor