Best Investors
Account
Sign in
830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-02-09 |
| TX | RA | APPROVED_RES | 2022-12-06 |
| NY | RA | APPROVED | 2022-12-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hillview Capital Advisors, Llc | Ardmore | PA | 03/2005 | 08/2019 |
| Regentatlantic | New York | NY | 09/2019 | 03/2023 |
| Corient | New York | NY | 12/2022 | Present |
| Cipw Service Company, Llc | Toronto | 01/2022 | 07/2023 | |
| Corient Services Llc | Miami | FL | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-27 |
Reach out to this advisor