Best Investors
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Account
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2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-02 |
| FL | RA | APPROVED | 2024-08-21 |
Branch Locations
980 N. Federal Hwy #302, Boca Raton, FL 33432 • United States
2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boca Raton | FL | 03/2016 | 08/2024 |
| Bank Of America, N.A. | Boca Raton | FL | 04/2016 | 08/2024 |
| Newedge Securities Inc | Pittsburgh | PA | 08/2024 | Present |
| Newedge Wealth | Stamford | CT | 08/2024 | Present |
1. Fixed insurance and fixed annuities*Ye Invest*Boca Raton, FL*Partner*Offering fixed insurance/annuity business to client who are interested*Agent*11/4/25*2 Hrs trade/2 Non Trade 2. Bounce*No Invest*Delray Beach, FL*Partner*this is a sports bar*i am an investor*1 Hour Trade/0 Non trade*1/1/21 3.CRX*Parkland FL* No Invest*Partner*Invests in medical supplies for diabetes with implementation of ai*5/1/26*0Hrs 4.AFL Holdings*No Invest*Partner* Lancaster CA *invests in loans, secondary loans to small businesses*5/1/26*0Hrs 5.Mintfinger*No Invest*Partner*Parkland FL*invests in restaurants, music venues*i am an investor*7/1/26*0 hrs 6. M 3 Music*No Invest*Partner*Delray Beach FL*Daughter is a DJ. Helping her manage her career booking shows*organizing schedule, meeting with agents and managers*6/1/26*0Hrs
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-23 |
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