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 | 2016-07-26 |
| NJ | RA | APPROVED | 2009-04-15 |
Branch Locations
Bridgewater, NJ • United States
1100-1800 American Blvd Ci Relationship Management, Pennington, NJ 08534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Madison | NJ | 03/2009 | Present |
| Bank Of America, N.A. | Madison | NJ | 09/2011 | Present |
I*3101264Entity Type: Fiduciary role Name of OBA:P.M. IRA Address: Bridgewater New Jersey Investment Related: No Position, Title, Association: Power of Attorney Start Date:0/29/2025No Hours: 1 Monthly No Hours during trading:0 Monthly Duties: Power of Attorney for Spouse I*3101264 Entity Type: Fiduciary role Name of OBA: P. M. IRA Address: Bridgewater, New Jersey, 8807 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 10/22/2025 Number of Hours: 1, Monthly Number of Hours during trading: 0 Duties: Power of Attorney/Spouse
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 1986-12-22 |
Reach out to this advisor