Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-13 |
| CT | RA | APPROVED | 2025-12-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stamford | CT | 07/2024 | Present |
| Fairfield College Preparatory School | Fairfield | CT | 07/2022 | 06/2024 |
| St. Joseph High School | Trumbull | CT | 11/2017 | 06/2022 |
| Notre Dame High School | West Haven | CT | 08/2012 | 11/2017 |
I*2481267, Entity Type: , Name of OBA: J F Jr., Address: Trumbull, Connecticut, 06611, Investment Related: N, Position, Title, Association: Executor, POA, Employee State Date: 05/21/2025, No Hours: 0 Monthly, No Hours during Trading: 0 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-15 |
Reach out to this advisor