Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-11 |
| CT | RA | APPROVED | 2025-06-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 06/2024 | 02/2025 |
| Boston University | Boston | MA | 08/2019 | 05/2023 |
| Unemployed | Boston | MA | 06/2023 | 05/2024 |
| Flywire Corp | Boston | MA | 01/2022 | 05/2022 |
| Jianghai Securities Co, Ltd | Guangzhou | 06/2021 | 08/2021 | |
| Trendiano | Guangzhou | 06/2019 | 08/2019 | |
| Virginia Episcopal School | Lynchberg | VA | 08/2016 | 05/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Waban | MA | 05/2025 | Present |
| Bank Of America, N.A. | Waban | MA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-18 |
Reach out to this advisor