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 |
|---|---|---|---|
| NC | RA | APPROVED | 2008-03-17 |
| TX | RA | APPROVED | 2008-02-15 |
Branch Locations
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 Incorporated | Charlotte | NC | 02/2008 | Present |
| Bank Of America, N.A. | Charlotte | NC | 04/2011 | Present |
I*5176289, Entity Type: Entity Charitable, Name of OBA: Charlotte Jewish Cultural Alliance, Address: Charlotte, North Carolina, 28226, Investment Related: N, Position, Title, Association: ["Board Member","Officer"], Employee Start Date: 08/03/2026, No Hours: 8 Monthly, No Hours during Trading: 0 Monthly, Duties: Founder and Board Chair CJCA strengthens the Charlotte community by using Jewish music, arts, and heritage to build Jewish identity and pride while inviting Jewish and non-Jewish audiences into shared cultural experiences that foster connection and understanding.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 1987-02-19 |
Reach out to this advisor