Best Investors
Account
Sign in
Best Investors
Account
Sign in
2 Jericho Plaza Suite 208, Jericho, NY 11753 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-29 |
| TX | RA | APPROVED_RES | 2019-01-22 |
Branch Locations
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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Great Neck | NY | 10/2009 | 01/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 01/2019 |
| Opal Wealth Advisors, Llc | Jericho | NY | 01/2019 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2019 | Present |
1. Opal Wealth Advisors. Investment Related. 2 Jericho Plaza, Jericho NY 11753. RIA. Partner. 01/2019. 200 hours per month, 160 during trading. Founding Partner. 2. Wentworth Financial Partners. Not investment related. 18 Corporate Woods Blvd, Albany NY 12211. Insurance. Agent. 01/2019. 2 hours per month during trading. Sale of Insurance. 3. Garden City Jewish Center. Not investment related. 168 Nassau Blvd, Garden City NY 11530. Religious Organization. Board Member. Start 09/2016. 5 hours per month not during trading. Attend monthly meetings.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-15 |
Reach out to this advisor