Best Investors
Account
Sign in
Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-09-14 |
Branch Locations
1179 South University Drive Suite 310, Plantation, FL 33324 • United States
801 Brickell Ave Suite 640, Miami, FL 33131 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Coral Springs | FL | 04/2019 | 07/2020 |
| Dade County Federal Credit Union | Miami Gardens | FL | 01/2018 | 01/2019 |
| Bright Star Credit Union | Pompano Beach | FL | 03/2010 | 12/2017 |
| Mass Mutual | Fort Lauderdale | FL | 02/2019 | 04/2019 |
| Bank Of America, N.A. | Coral Springs | FL | 04/2019 | 07/2020 |
| Securian Financial Services Inc | St Paul | MN | 07/2020 | 05/2021 |
| Minnesota Life Insurance Co | St Paul | MN | 07/2020 | 05/2021 |
| Evershore Financial Group | Boca Raton | FL | 07/2020 | 05/2021 |
| Charles Schwab & Co., Inc. | Plantation | FL | 07/2021 | Present |
| Charles Schwab Bank, Ssb | Plantation | FL | 07/2021 | Present |
1) Broward College | Investment Related:No|1000 Coconut Creek Blvd|Coconut Creek|FL|33066|USA|Education|Adjunct Professor|10/18/2021|Less than 20|0|This role is a contracting basis or as needed to cover personal finance course. The classes are only once a week for 2-3 hours outside of business hours 6:00pm-9:00pm. The college prepares the curriculum, PowerPoints, test etc. My role would be to lecture on the topics of personal finance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-19 |
Reach out to this advisor