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 | 2020-09-21 |
| TX | RA | APPROVED | 2020-09-18 |
Branch Locations
350 East Las Olas Boulevard Suite 1500, Fort Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Pompano Beach | FL | 07/2014 | 08/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ft. Lauderdale | FL | 08/2019 | 09/2020 |
| Bank Of America, N.A. | Ft. Lauderdale | FL | 10/2019 | 09/2020 |
| Morgan Stanley Smith Barney Llc | Ft. Lauderdale | FL | 09/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2020 | Present |
*583746 - Exit Planning Institute Ft. Lauderdale Chapter; Investment Related - No; Westlake, Ohio; To build a netowrk of professionals who collectively assist business owners to improve their value and get the best EBDITA at eventually sell the company; Board Member (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 02/2024; During Business Hours: 0; After Business Hours: 5; I am in charge of Membership which is currenlty $300 per year and covers 9 monthly events and 1 social
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-07 |
Reach out to this advisor