Best Investors
Account
Sign in
2 Jericho Plaza Suite 208, Jericho, NY 11753 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-09-04 |
| CT | RA | APPROVED | 2023-12-06 |
| NY | RA | APPROVED | 2021-04-19 |
Branch Locations
Alexandria, VA • United States
2 Jericho Plaza Suite 208, Jericho, NY 11753 • 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2002 | 02/2021 |
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2021 | Present |
| Opal Wealth Advisors | White Plains | NY | 02/2021 | Present |
1)Rotary Club of Pleasantville---Investment related:NO---Address:PO Box 169, Pleasantville, NY 10570---Nature: member of club---Position:Board member---Start Date:8/2015---Hours/month:10---Hours/month during trading hours:0---Duties: attend meetings 2)Opal Wealth Advisors--Investment related:yes--445 Hamilton Avenue, 11th floor, White Plains, NY 10601--RIA--Financial Advisor--Start date:2/2021--Hours/month 240--hours/month during trading hours:32--Advisor 3) Man On Fire. Not Investment Related. 700 Canal Street Stamford, CT 06902. Support Group. Part of Senior Leadership. Start Date: 6/1/2020. 12 hrs/ month; none during trading hours. Provide feedback to the management team. Lead a group of men in personal growth via a weekly call and various check-ins throughout the week. 4) Fixed Insurance. Investment Related. At Registered Location. Fixed/ Traditional Insurance. Agent. Start Date: 02/12/2021. 240 hrs/ month; 32 hrs/ month during trading hours. Provide insurance advice based on the needs of client(s).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-05-10 |
Reach out to this advisor