Best Investors
Account
Sign in
Best Investors
Account
Sign in
4000 Ponce De Leon Boulevard Suite 850, Coral Gables, FL 33146 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-06-18 |
| TX | RA | APPROVED | 2018-06-05 |
Branch Locations
4000 Ponce De Leon Boulevard Suite 850, Coral Gables, FL 33146 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Loyola Asset Management Llc | Coral Gables | FL | 05/2012 | 06/2018 |
| Western International Securities, Inc. | Pasadena | CA | 05/2012 | 06/2018 |
| Evensky & Katz/Foldes Financial Wealth Management | Coral Gables | FL | 06/2018 | Present |
1) YMCA YOUNG PROFESSIONALS; NON-INVESTMENT RELATED; 2370 NW 17TH AVE # 100, MIAMI, FL 3314; COMMUNITY INVOLVEMENT; FOUNDING MEMBER; 06/2011; 3 HRS/MO 2) REFERRED MEDICAL PLANS | HUMANA INC. | UNITED HEALTH ONE | AVMED HEALTH PLANS; NON-INVESTMENT RELATED; LIFE INSURANCE; 2010-PRESENT; 8/8 HRS/MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-04-05 |
Reach out to this advisor