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_RES | 2009-01-28 |
| OH | RA | APPROVED | 2002-06-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbus | OH | 08/1998 | Present |
| Bank Of America, N.A. | Columbus | OH | 09/2014 | Present |
I*1553258 Entity Type: For Profit Name of outside business organization: Lincoln Road Properties LLC Investment related: No Address of business: Columbus, OH Position, title, association: Spouse of owner Start date of relationship: 10/2023 Number of hours devoted: 0 Number of hours devoted during trading hours: 0 Duties: , My spouse is a partner in this LLC. It owns the land that Woodland's Backyard leases. I*3552265 Entity Type: Fiduciary role Name of OBA: A. W. Address: Columbus, Ohio 43221 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 01/16/2026 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: Power of Attorney/Spouse
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-09-01 |
| S66 | Uniform Combined State Law Examination | 2001-08-24 |
Reach out to this advisor