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 | 2024-03-11 |
Branch Locations
300 Broadhollow Rd, Melville, NY 11747 • United States
One Bryant Park, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 09/2023 | Present |
| Jp Morgan Chase | New York | NY | 07/2023 | 09/2023 |
| First Republic Bank | New York | NY | 05/2019 | 07/2023 |
| Banc Of California | Santa Ana | CA | 04/2016 | 04/2019 |
Name of the other business: Van Bro Co LLC Whether the business is investment-related:No - Owns Residential real estate Address of the other business:175 Parmenter Road, Bernardston MA 01337 Nature of the other business:Owns 3 residential real estate buildings Your position: General Partner Title, or relationship with the other business: General Partner Start date of your relationship:11/6/2012 Approximate number of hours/month you devote to the other business: less than 1 Number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business: The properties are professionally managed, so I review reporting from the management company to ensure operations are smooth. I make decisions regarding timing of partner distributions between myself and my brother (other 50% owner). I have no other day to day duties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-09 |
Reach out to this advisor