Best Investors
Account
Sign in
701 Brickell Avenue Suite 1310, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-12 |
| CA | RA | APPROVED | 2023-11-21 |
| DE | RA | APPROVED | 2023-11-21 |
| NY | RA | APPROVED | 2023-11-21 |
Branch Locations
701 Brickell Avenue Suite 1310, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citi Global Markets Inc. | Miami | FL | 07/2010 | 12/2016 |
| Citi Global Markets Inc. | Miami | FL | 01/2017 | 04/2019 |
| Kovack International Securities, Inc. | Fort Lauderdale | FL | 04/2019 | 11/2020 |
| Kovack International Advisors, Inc | Fort Lauderdale | FL | 04/2019 | 11/2020 |
| Efg Asset Management (Americas) Corp. | Miami | FL | 10/2019 | 05/2024 |
| Ocean Financial Services | Miami | FL | 12/2021 | 10/2025 |
| Efg Capital International Corp | Miami | FL | 11/2022 | Present |
| Neon Money Llc | North Port | FL | 05/2023 | 06/2025 |
| Davivienda Advisors | Miami | FL | 10/2022 | 06/2023 |
| Ocean Financial Advisors | Miami | FL | 12/2021 | 10/2025 |
| Lxg Wealth Advisory | Miami | FL | 02/2022 | Present |
| Prival Securities Usa, Inc. | Miami | FL | 06/2025 | 10/2025 |
| Mariva Capital Markets, Llc | Miami | FL | 11/2025 | Present |
1. CIMA Financial Regulation Consultants, LLC - 1655 N Commerce Pkwy #301 Weston, FL 33326. Managing Director. Start date: Feb 2019. Regulatory consulting services, investment related, provide securities regulation guidance to financial institutions. 95% of time allocated to the business. 2. CIMA Strategic Solutions LLC - President/Manager. Start date May 2022. Non-investment business consulting which is currently dormant.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-21 |
Reach out to this advisor