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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-11 |
| FL | RA | APPROVED | 2023-08-08 |
Branch Locations
2121 Ponce De Leon Blvd Suite 130, Coral Gables, FL 33134 • United States
80 East Ridgewood Ave Suite 3, Paramus, NJ 07652 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| West End Synagogue | Nashville | TN | 03/2014 | 12/2017 |
| Ftb Advisors, Inc. | Nashville | TN | 03/2016 | 03/2018 |
| Bbtis | Charlotte | NC | 03/2018 | 09/2021 |
| Bbtsec | Richmond | VA | 03/2018 | 09/2021 |
| Bb&T | Huntsville | AL | 03/2018 | 01/2019 |
| Bb&T | Huntsville | AL | 01/2019 | 09/2021 |
| Truist Investment Services, Inc. | Huntsville | AL | 02/2021 | 10/2021 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 10/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tallahassee | FL | 10/2021 | 07/2023 |
| Bank Of America, N.A. | Tallahassee | FL | 10/2021 | 07/2023 |
| Valley Financial Management, Inc. | Coral Gables | FL | 07/2023 | Present |
| Valley National Bank | Coral Gables | FL | 07/2023 | Present |
| Valley Wealth Managers, Inc. | Coral Gables | FL | 07/2023 | Present |
Name: Touching Miami with Love (TML) Investment-related: No Address: 711 NW 6th Avenue, Miami, FL 33136 Nature: Religious Education. The mission of the TML Board of Directors is to provide leadership, guidance, and support to the Executive Director of TML in support of the organization's mission to guide children and youth spiritually, intellectually, and emotionally. Position: Board Member Start Date: 4/24/24 Approx. hours/month devoted: 2 Approx. hours/month devoted during securities trading hours: 0 Duties: Sit on an advisory panel charged with improving existing student educational programs and delivering ideas to improve student body's overall wellbeing. Also will be involved in helping to develop ways to solicit funds to serve their organization. At no time will I solicit donations from Valley's clients, and at no time will duties include investment management, investment advice, and discretion over funds. This post is strictly geared towards brainstorming and developing programs for the student body and wellbeing of the organization.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-15 |
Reach out to this advisor