Best Investors
Account
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Best Investors
Account
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120 White Plains Road Suite 115, Tarrytown, NY 10591 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-06 |
| NJ | RA | APPROVED | 2026-02-20 |
| PA | RA | APPROVED | 2025-12-11 |
| SC | RA | APPROVED | 2025-12-10 |
| NH | RA | APPROVED | 2025-12-08 |
| NC | RA | APPROVED | 2025-12-08 |
| CA | RA | APPROVED | 2025-12-05 |
| CT | RA | APPROVED | 2025-12-05 |
| NY | RA | APPROVED | 2021-10-01 |
| TX | RA | APPROVED | 2021-10-01 |
Branch Locations
120 White Plains Road Suite 115, Tarrytown, NY 10591 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | White Plains | NY | 07/2016 | 10/2021 |
| Bank Of America, N.A. | White Plains | NY | 07/2016 | 10/2021 |
| Onyx Bridge Wealth Group Llc | Tarrytown | NY | 10/2021 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2021 | 03/2023 |
1) 100 Donors Inc; Not Investment Related. Located at 56 Yonkers Ave, Tuckahoe, NY 10707. Nature - Registered 501c3 Nonprofit. Position - President. Start Date - 08/2019. Appx hours/month: 10; Hours during trading: 0; Duties - As the President of 100 Donors, my responsibility is to oversee the organization with a focus on strategic planning and governance and to delegate the other aspects of the nonprofit to various Board members and committees.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-02 |
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