Best Investors
Account
Sign in
Three World Financial 200 Vesey Street 24Th Floor, New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-01 |
Branch Locations
Three World Financial 200 Vesey Street 24Th Floor, New York, NY 10281 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Allied Millennial Partners | New York | NY | 10/2011 | Present |
| Millennial Advisers Llc | New York | NY | 01/2016 | Present |
| Onesource Fi, Llc | New York | NY | 04/2019 | Present |
(1) EJD Capital Group, Inc., Inv Related. NY CEO. April 2006. Tax/Investment Entity. Number of hrs/month <2; (2) JPED Holdings, LLC. Non Inv. Related. NY. Partner/Owner. Holding Company for Allied Millennial Partners, LLC. and Millennial Advisers, LLC. August 2011. Number of hrs/month < 1; (3) 7579 Holdings, LLC. Inv Related. NY Partner/Owner. Manager of Disruptive Ventures, LLC. April 2019 Number of hrs/month varies; (4) DV Management, LLC. Non Inv Related. NY Partner/Owner. Holding Company for Disruptive Manager, LLC., November 2020. Number of hrs/month < 1; (5) Disruptive Manager, LLC, (fka Disruptive Advisors, LLC.). Inv. Related NY. Partner/Owner. Manager of Disruptive Ventures Remote Revolution LLC. November 2020. Number of hrs/month varies; (6)1059 Holdings, LLC. Non Inv Related. NY. Partner/Owner. Holding Company for One Source FI, LLC. April 2019. Number of hrs/month < 1; (7) 3JD Holdings LLC. Inv. Related. Partner/Owner. Investment Holding Company. August 2021. Number of hrs/month < 1; (8) KJDI Holdings, LLC. Non Inv Related. NY Partner/Owner. Holding Company for DVI Management, LLC. May 2022. Number of hrs/month < 1; (9) DVI Management, LLC. Inv Related. NY. Manager of DVI, LLC. and DVI QP LLC. May 2022. Number of hrs/month varies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-17 |
Reach out to this advisor