Best Investors
Account
Sign in
Best Investors
Account
Sign in
3310 Mary Street Suite 501, Miami, FL 33133 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-02 |
| CA | RA | APPROVED | 2024-09-19 |
| TX | RA | APPROVED | 2024-09-19 |
Branch Locations
100 Se 3Rd Avenue Suite 2400, Ft Lauderdale, FL 33394 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc | Atlanta | GA | 09/2012 | 04/2018 |
| Suntrust Bank | Coral Springs | FL | 09/2012 | 08/2018 |
| Truist Advisory Services, Inc. (Formerly Suntrust Advisory Svcs) | Atlanta | GA | 08/2016 | 09/2023 |
| Truist Investment Services, Inc. (Formerly Suntrust Invt Svcs) | Atlanta | GA | 04/2018 | 09/2023 |
| Truist Bank (Formerly Suntrust Bank) | Coral Springs | FL | 08/2018 | 09/2023 |
| Kaufman Rossin Wealth, Llc | Fort Lauderdale | FL | 09/2024 | Present |
| Kr Financial Services, Llc Dba Kaufman Rossin Insurance Services | Fort Lauderdale | FL | 09/2024 | Present |
| Unemployed | Fort Lauderdale | FL | 09/2023 | 09/2024 |
| Kaufman Rossin & Co. | Fort Lauderdale | FL | 09/2024 | Present |
| Lion Street Financial | Fort Lauderdale | FL | 10/2024 | 11/2025 |
| Integrity Alliance, Llc. | Fort Lauderdale | FL | 11/2025 | Present |
1.OLD DUSTY ROAD LLC POSITION: Investor NATURE: It's a real estate holding company. My husband and I are silent members. We do not spend any hours on this LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/18/2021 ADDRESS: 2627 NW 40TH STREET, Boca Raton FL 33434, United States DESCRIPTION: none - silent member 2.FLIPPER HOLDINGS LLC POSITION: Member NATURE: Real estate holding company which owns a home, which was fully renovated and is currently listed for sale. My husband and I are silent members. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/24/2024 ADDRESS: , Boca Raton FL , United States DESCRIPTION: none 3.Kaufman Rossin & Co; non-investment related; 100 SE 3rd Avenue Suite 2400 Ft Lauderdale, FL 33394; accounting firm; administrator; Start date 9/2024; Generally, 0 hours per month during security trading hours 4.KR Financial Services dba Kaufman Rossin Insurance Services; non-investment related; 100 SE 3rd Avenue Suite 2400 Ft Lauderdale, FL 33394; insurance company; Licensed Insurance Agent; Start date 9/2024; 15 hours per month during security trading hours 5.Lion Street Financial; investment-related; 300 Colorado St Suite 2600, Austin, TX 78701; broker-dealer; registered representative; Start date 10/2024; 5hours/month, all during trading hours; 6.FLIPPER INVESTMENT HOLDINGS LLC POSITION: Investor NATURE: Formed June 2024. It's a real estate holding company which holds one residential home that is being renovated for sale. My husband and I are silent members. We do not spend any hours on this LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/28/2024 ADDRESS: 2627 NW 40TH STREET, Boca Raton FL 33434, United States DESCRIPTION: none - silent member 7.KAUFMAN ROSSIN WEALTH, LLC POSITION: Employee NATURE: We are RIA providing financial planning and investment management services INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 09/03/2024 ADDRESS: 100 SE 3rd Street, Fort Lauderdale FL 33394, United States DESCRIPTION: I work with my clients to build financial plans and then help them meet their goals. I meet with them at least once a year to update their plans, review their investments and allocations, and see how else I can help them.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-19 |
Reach out to this advisor