Best Investors
Account
Sign in
400 Park Avenue 10Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-07-02 |
| NY | RA | APPROVED | 2025-07-01 |
Branch Locations
400 Park Avenue 10Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fairleigh Dickinson University | Madison | NJ | 05/2016 | 07/2017 |
| Morgan Stanley | Florham Park | NJ | 07/2016 | 02/2020 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2017 | 02/2020 |
| Stifel Nicolaus & Co Inc | New York | NY | 03/2020 | 04/2025 |
| Cnr Securities, Llc | New York | NY | 05/2025 | Present |
(1) the name of the other business; - Toastmasters International - Ridgewood Club whether the business is investment-related; non investment-related the address of the other business; - Ridgewood Club: No Physical Address, meetings typically take place at Trinity Presbyterian Church (Fruitful Life) 722 E Ridgewood Ave, Ridgewood, NJ 07450 the nature of the other business; - To improve ones leadership and communication skills - there are multiple CNB toastmasters clubs your position/title/relationship with the other business; - Committee Member, Officer, Other - Role: Ridgewood Treasurer Committee Membership: Club Executive Committee the start date of your relationship; - 2025-07-01 the approximate number of hours/month you devote to the other business; - 5 the number of hours you devote to the other business during securities trading hours; - 0 briefly describe your duties relating to the other business; - As Treasurer, you are the club's accountant. You manage the club's bank account, write checks as approved by the executive committee, and deposit membership dues payments and other club revenues. You are also in charge of submitting membership dues payments to World Headquarters (accompanied by the names of renewing members), filing necessary tax documents, and keeping timely, accurate, up-to-date financial records for the club. (2) the name of the other business; - Toastmasters International - District 83 whether the business is investment-related; non investment-related the address of the other business; - International Organization: 9127 S. Jamaica Street, Suite 400 Englewood, CO 80112. District 83: No physical address, meetings are 100% held on Zoom the nature of the other business; - To improve ones leadership and communication skills - there are multiple CNB toastmasters clubs your position/title/relationship with the other business; - Director, Committee Member, Officer the start date of your relationship; - 2025-07-01 the approximate number of hours/month you devote to the other business; - 10 the number of hours you devote to the other business during securities trading hours; - 0 briefly describe your duties relating to the other business; - Budgeting, Profit and Loss Statements, District Assets and Inventory.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-20 |
Reach out to this advisor