Best Investors
Account
Sign in
200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-13 |
| FL | RA | APPROVED | 2025-12-01 |
| PA | RA | APPROVED | 2025-11-26 |
Branch Locations
5355 Town Center Road Suite 800, Boca Raton, FL 33486 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sanford C. Bernstein & Co., Llc | Philadelphia | PA | 07/2016 | 12/2021 |
| Rbc Capital Markets, Llc | Boca Rotan | FL | 11/2025 | Present |
| Brown Brothers Harriman | Philadelphia | PA | 01/2022 | 11/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-29 |
| S65 | Uniform Investment Adviser Law Examination | 2019-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-09 |
Reach out to this advisor