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 |
|---|---|---|---|
| VA | RA | APPROVED | 2020-12-04 |
| DC | RA | APPROVED | 2007-08-22 |
| TX | RA | APPROVED | 2007-08-08 |
Branch Locations
1800 K St Nw, Washington, DC 20006 • United States
Lorton, VA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith | Washington | DC | 08/2007 | Present |
| Bank Of America, Na | Washington | DC | 12/2009 | Present |
I*1570274For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: NAddress of business: Manassas, Virginia, 20112, United StatesNature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 4/10/2017Number of hours devoted: 0 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: , I*1570275, Entity Type: , Name of OBA: Rental Property 2, Address: Woodbridge , Virginia, 22191, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee State Date: 01/01/2016, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 1985-10-28 |
Reach out to this advisor