Best Investors
Account
Sign in
Best Investors
Account
Sign in
Greenwich, CT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-10-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Inc. | New York | NY | 08/2000 | 09/2017 |
| Alpha Group Capital | New York | NY | 09/2017 | 07/2019 |
| Citigroup Global Markets | New York | NY | 07/2019 | 05/2023 |
| Ravine Road Advisors | Greenwich | CT | 05/2023 | Present |
| Entoro Securities, Llc | Houston | TX | 05/2024 | 12/2024 |
| Entoro Capital, Llc | Houston | TX | 05/2024 | 12/2024 |
- River Road Advisors LLC - Credit Advisory Firm - Greenwich CT - Advising companies who are looking for credit facilities - Principal - No relation with other businesses - Q4 2023 - 40 hours a month - 2 hour per day - helping companies find private credit providers to satisfy their business expansion needs. Taurus Affiliates LLC - not investment related - White Plains NY - Online coupon and survey business - Partner - Q3 2023 - 10 hours per month - 1 hour per day - help with website design and client outreach 05/2024 to 12/2024; Entoro Capital, LLC; Houston, TX; Not Investment Related; Managing Director, Independent Contractor; spend 10% of time on this business. Bright Path Funds - October 2024 - present - purchase education settlements from families, schools and service providers.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-29 |
Reach out to this advisor