Best Investors
Account
Sign in
Best Investors
Account
Sign in
10161 Park Run Drive Ste 150, Las Vegas, NV 89145 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2021-09-09 |
| CA | RA | APPROVED | 2016-04-15 |
Branch Locations
10161 Park Run Drive Ste 150, Las Vegas, NV 89145 • 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 |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 04/2016 | Present |
| Monocot Wealth Management, Llc | Las Vegas | NV | 04/2016 | Present |
1. Monocot Wealth Management. Yes. 10161 Park Run Drive, Suite 150, Las Vegas NV 89145. RIA. Managing partner. 4/15/2016. 160 hrs. 0 hrs. Investment mgmt.; financial planning. 2. PKS Financial-Investment related-80 State St, Albany, NY 12207-Insurance, Registered Rep-4/2016-20 hrs/mth-1 during trading hrs-Advises clients on insurance. 3. Fixed Insurance. Not Investment Related. 10161 Park Run Drive, Suite 150, Las Vegas NV 89145. Fixed Life Insurance, Long Term Care, and Disability Insurance. Agent. 01/2017. 10 Hrs/Mo; 5 Hrs During Trading Hours. Placing Insurance for Clients. 4. Property Rental; Not investment related; 117 Santa Ana Lane, Unit A, San Clemente, CA 92672; Property Rental; Owner; 4 hrs/mo; 0 hrs during trading; Listing Rental property, renting it out, collecting rent.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-02-14 |
Reach out to this advisor