Best Investors
Account
Sign in
Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-08 |
Branch Locations
20807 Biscayne Boulevard 5Th&6Th Floor, Aventura, FL 33180 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Miami | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 11/2016 | 03/2021 |
| Morgan Stanley Smith Barney Llc | Aventura | FL | 03/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2021 | Present |
AQUA CONDOMINIUM HOME OWNERS ASSOCIATION, INV RELATED, MIAMI, FL, TREASURER, START: 9/23/2019, 2 HRS/MONTH, 0 HRS DURING TRADING, COLLECT FEES FROM HOME OWNERS AND PAY OUT EXPENSES FOR HOME OWNERS ASSOCIATION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-22 |
Reach out to this advisor