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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-19 |
| TX | RA | APPROVED_RES | 1997-04-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merill Lynch Pf&S Inc | Buffaol | NY | 08/1986 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Buffalo | NY | 08/1986 | Present |
| Bank Of America, Na | Buffalo | NY | 12/2009 | Present |
I*1778259 Entity For Profit Name of OBA: Tacoma Properties LLC Address: Williamsville, New York, 14221 Investment Related: No Position, Title, Association: Owner Employee Start Date: 03/26/2024 No Hours: 1 No Hours during trading: 0 Duties:Rental property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 1987-06-16 |
Reach out to this advisor