Best Investors
Account
Sign in
Best Investors
Account
Sign in
1129 Northern Blvd. Suite 404, Manhasset, NY 11030 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-17 |
| IL | RA | APPROVED | 2024-03-18 |
| MN | RA | APPROVED | 2024-03-18 |
Branch Locations
Celebration, FL • United States
1129 Northern Blvd. Suite 404, Manhasset, NY 11030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dws Investments Distributors, Inc | New York | NY | 01/2014 | 04/2018 |
| Halo Securities, Llc | Chicago | IL | 08/2021 | Present |
| Self Employed | Eden Prairie | MN | 05/2018 | 07/2021 |
| Halo Investment Services, Llc | Chicago | IL | 02/2024 | Present |
A50 Real Assets Limited - Investment-Related - Room 14, The Grand Oasis, 1/F Tung Po, 2 Tsat Po Street, San Po Kong, Kowloon, Hong Kong - Professional boutique advisory firm dedicated to thematic global real estate investments - Advisory Panel Member - June 2020 - 1 hour per year - Advisory Panel Member Halo Securities, LLC Broker Dealer Global Head of Strategy Since 08/2021 Investment Related Halo Investment Services, LLC Investment Adviser Head of Asset & Wealth Management Since 02/2024 Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-10 |
Reach out to this advisor