Best Investors
Account
Sign in
Best Investors
Account
Sign in
2811 Ponce De Leon Blvd. Suite 710, Coral Gables, FL 33134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-06-09 |
| TX | RA | APPROVED_RES | 2026-04-06 |
| VA | RA | APPROVED | 2024-04-16 |
| NJ | RA | APPROVED | 2024-04-12 |
| NY | RA | APPROVED | 2024-04-12 |
| SC | RA | APPROVED | 2024-04-12 |
| UT | RA | APPROVED | 2024-04-12 |
| FL | RA | APPROVED | 2023-11-07 |
Branch Locations
2811 Ponce De Leon Blvd. Suite 710, Coral Gables, FL 33134 • United States
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 |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | New York | NY | 05/2007 | 09/2023 |
| Holistic Brokerage, Llc | Miami | FL | 09/2023 | 04/2026 |
| Balanz Advisors Llc | Coral Gables | FL | 09/2023 | Present |
| Balanz Capital Usa Llc | Coral Gables | FL | 04/2026 | Present |
Balanz Advisors LLC, Investment Related business, Coral Gables, FL, Registered Investment Advisor, Financial Advisor, September 29, 2023, Approximate 50 percent during market hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-07 |
Reach out to this advisor