Best Investors
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Account
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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-07 |
| NY | RA | APPROVED | 2025-07-07 |
| OH | RA | APPROVED | 2025-07-07 |
| NJ | RA | APPROVED | 2025-07-05 |
| GA | RA | APPROVED | 2025-07-03 |
Branch Locations
3450 Clark Road, Sarasota, FL 34231 • United States
1215 Southeast 17Th Street, Fort Lauderdale, FL 33316 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | Plantation | FL | 06/2016 | 03/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Lauderdale | FL | 05/2018 | 06/2021 |
| Bank Of America, N.A. | Fort Lauderdale | FL | 05/2018 | 06/2021 |
| Jp Morgan Chase Bank, N.A. | Aventura | FL | 06/2021 | 02/2023 |
| J.P. Morgan Securities Llc | Aventura | FL | 06/2021 | 02/2023 |
| Scottrade Investment Management | Plantation | FL | 01/2017 | 03/2018 |
| Unemployed | Oakland Park | FL | 04/2018 | 04/2018 |
| Santander Bank, Na | Boston | MA | 07/2023 | 10/2024 |
| Santander Securities, Llc | Dorchester | MA | 07/2023 | 10/2024 |
| Unemployed | Tamarac | FL | 02/2023 | 06/2023 |
| Morgan Stanley | Tampa | FL | 12/2024 | 05/2025 |
| Td Private Client Wealth Llc | Fort Lauderdale | FL | 06/2025 | Present |
| Td Bank N.A. | Fort Lauderdale | FL | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-19 |
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