Best Investors
Account
Sign in
Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-03-05 |
| TX | RA | APPROVED | 2026-03-04 |
Branch Locations
61 South Paramus Road 3Rd Floor, Paramus, NJ 07652 • 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Pleasantville | NY | 09/2015 | 09/2016 |
| Viridian Energy | Stamford | CT | 04/2016 | 04/2018 |
| J.P. Morgan Chase Bank, N.A. | White Plains | NY | 05/2016 | 09/2016 |
| Hsbc Bank Usa, N.A. | Yonkers | NY | 09/2016 | 06/2018 |
| Nylife Securities Llc | White Plains | NY | 09/2018 | 07/2019 |
| New York Life Insurance Co. | White Plains | NY | 07/2018 | 07/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | White Plains | NY | 06/2019 | 03/2026 |
| Bank Of America, N.A. | White Plains | NY | 08/2019 | 03/2026 |
| Morgan Stanley Smith Barney Llc | Paramus | NJ | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-03 |
Reach out to this advisor