Best Investors
Account
Sign in
85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-06 |
Branch Locations
100 South East 3Rd Avenue Suite 2100, Fort Lauderdale, FL 33394 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Boca Raton | FL | 10/2015 | 01/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 11/2015 | 01/2019 |
| Unemployed | West Palm Beach | FL | 02/2019 | 07/2019 |
| Citigroup | Boca Raton | FL | 08/2019 | 07/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Asheville | NC | 07/2022 | 10/2024 |
| Bank Of America, N.A. | Asheville | NC | 08/2022 | 10/2024 |
| Oppenheimer & Co. Inc. | Fort Lauderdale | FL | 11/2024 | Present |
RENTAL PROPERTY OWNER - 1205 SEVENS SISTERS LANE, BLACK MTN, NC 28801. RENTING STARTING 5/22/25. ALSO USED AS AIRBNB. SPEND 2-4 HOURS/MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-22 |
Reach out to this advisor