Best Investors
Account
Sign in
Best Investors
Account
Sign in
200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-15 |
| VI | RA | APPROVED | 2023-10-23 |
| TX | RA | APPROVED | 2023-10-19 |
Branch Locations
1819 Main Street Suite 1100, Sarasota, FL 34236-5999 • United States
801 Brickell Avenue Suite 2100, 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 | Fort Lauderdale | FL | 12/2007 | 10/2023 |
| Bank Of America, N.A. | Miami | FL | 07/2011 | 10/2023 |
| Rbc Capital Markets, Llc | Miami | FL | 10/2023 | Present |
| City National Bank | Miami | FL | 11/2023 | Present |
(1) NAME OF ENTITY: Monticello RE Holdings 1 ADDRESS: 513 casey key rd nokomis Florida 34275 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Partnership START DATE: Oct 21, 2025 CAPACITY: Owner DUTIES: I only sign the tax return. There is no activity, no income, no time spent by me on this holding company. HOURS DEVOTED PER MONTH: 0 - 4 Hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4 Hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-23 |
Reach out to this advisor