Best Investors
Account
Sign in
Best Investors
Account
Sign in
1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-01 |
| NJ | RA | APPROVED | 2017-03-23 |
Branch Locations
725 Rxr Plaza - East Tower, Uniondale, NY 11556 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Comprehensive Actuarial Services, Inc. | Albertson | NY | 10/1983 | Present |
| M Holdings Securities, Inc. | Portland | OR | 04/2008 | Present |
| Chernoff Diamond | Garden City | NY | 01/1977 | Present |
| Cherry Bekaert - Chernoff Diamond, Llc Dba Cherry Bekaert Benefi | Uniondale | NY | 09/2013 | 12/2023 |
1) USI Consulting Group; www.usi.com; 05/01/2018; Executive; Co-Manage Chernoff Diamond life insurance activities, retirement plan services, and Chief Operating Officer; Investment Related; 200 hours/month, 150 hours/month during business hours; Expense Reimbursement; Wages/Salary. 2) Chertoff Diamond & Co.; 725 RXR Plaza, East Tower, Uniondale, NY 11556; 03/25/2008; Practice Leader; Life insurance business; Investment Related; 15 hours/month; 15 hours/month during business hours; No Compensation. 3) Art League of Long Island; 107 East Deer Park Road, Dix Hills, NY 11746; 06/06/2022; Board Member; Not Investment Related; 1 hour/month; 0 hours/month during business hours; No Compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-20 |
Reach out to this advisor