Best Investors
Account
Sign in
Best Investors
Account
Sign in
85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-05-09 |
Branch Locations
263 Tresser Blvd Suite 500, Stamford, CT 06901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clear Harbor Asset Management Llc | New York | NY | 12/2020 | 03/2023 |
| Morgan Stanley | New York | NY | 10/2007 | 03/2020 |
| Unemployed | Old Greenwich | CT | 03/2020 | 12/2020 |
| Dauntless Management | Stamford | CT | 12/2020 | 04/2023 |
| Essentia Analytics | Greenwich | CT | 04/2023 | 04/2024 |
| Oppenheimer & Co. Inc. | Stamford | CT | 04/2024 | Present |
THE POSITION IS AN ADJUNCT PROFESSOR AT THE FAIRFILED UNIVERSITY. THE CLASS I WILL BE TEACHING IS PRINCIPLES OF INVESTING. IT MEETS TWO TIMES A WEEK, TUESDAY AND THURSDAY FROM 5:00-6:15PM. I WILL NOT BE WORKING IN THIS POSITION DURING SECURITIES TRADING HOURS. FAIRFIELD UNIVERSITY IS LOCATED AT 1073 N BENSON RD. FAIRFIELD, CT 06824.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-10 |
Reach out to this advisor