Best Investors
Account
Sign in
Best Investors
Account
Sign in
80 East Ridgewood Ave Suite 3, Paramus, NJ 07652 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-08-07 |
Branch Locations
80 East Ridgewood Ave Suite 3, Paramus, NJ 07652 • United States
19495 Biscayne Blvd. Suite 500, Aventura, FL 33180 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Miami | FL | 03/2014 | 04/2017 |
| Leumi Investment Services Inc | Aventura | FL | 05/2017 | 04/2022 |
| Bank Leumi Usa | Aventura | FL | 05/2017 | 04/2022 |
| Valley Financial Management, Inc. | Aventura | FL | 04/2022 | Present |
| Valley National Bank | Aventura | FL | 04/2022 | Present |
| Valley Wealth Managers, Inc. | Aventura | FL | 07/2023 | Present |
Investment Rental property located at 8635 SW 20 TR Miami Florida 33155. Outside Business Activity started on 2/1/2022, as passive owner, I do not dedicate any hours during my working days nor any other time. Rental income is received, not investment related. Investment Rental property located at 15824 SW 98 ST.MIAMI Florida 33196. Outside Business Activity started on 2/1/2025, as passive owner, I do not dedicate any hours during my working days nor any other time. Rental income is received, not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-26 |
Reach out to this advisor