Best Investors
Account
Sign in
Best Investors
Account
Sign in
520 Madison Avenue, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-11-07 |
| DC | RA | APPROVED | 2025-10-27 |
| OR | RA | APPROVED | 2025-10-22 |
| AZ | RA | APPROVED | 2025-10-10 |
| FL | RA | APPROVED | 2025-10-02 |
| WV | RA | APPROVED | 2025-09-23 |
| ND | RA | APPROVED | 2025-09-22 |
| UT | RA | APPROVED | 2025-09-22 |
| GA | RA | APPROVED | 2025-09-19 |
| NV | RA | APPROVED | 2025-09-19 |
| NJ | RA | APPROVED | 2025-09-19 |
| NM | RA | APPROVED | 2025-09-19 |
| SD | RA | APPROVED | 2025-09-19 |
| VI | RA | APPROVED | 2025-09-19 |
| AL | RA | APPROVED | 2025-09-18 |
| AK | RA | APPROVED | 2025-09-18 |
| AR | RA | APPROVED | 2025-09-18 |
| CA | RA | APPROVED | 2025-09-18 |
| CO | RA | APPROVED | 2025-09-18 |
| CT | RA | APPROVED | 2025-09-18 |
| DE | RA | APPROVED | 2025-09-18 |
| HI | RA | APPROVED | 2025-09-18 |
| ID | RA | APPROVED | 2025-09-18 |
| IL | RA | APPROVED | 2025-09-18 |
| IN | RA | APPROVED | 2025-09-18 |
| IA | RA | APPROVED | 2025-09-18 |
| KS | RA | APPROVED | 2025-09-18 |
| KY | RA | APPROVED | 2025-09-18 |
| LA | RA | APPROVED | 2025-09-18 |
| ME | RA | APPROVED | 2025-09-18 |
| MD | RA | APPROVED | 2025-09-18 |
| MI | RA | APPROVED | 2025-09-18 |
| MN | RA | APPROVED | 2025-09-18 |
| MS | RA | APPROVED | 2025-09-18 |
| MO | RA | APPROVED | 2025-09-18 |
| MT | RA | APPROVED | 2025-09-18 |
| NE | RA | APPROVED | 2025-09-18 |
| NH | RA | APPROVED | 2025-09-18 |
| NC | RA | APPROVED | 2025-09-18 |
| OH | RA | APPROVED | 2025-09-18 |
| OK | RA | APPROVED | 2025-09-18 |
| PA | RA | APPROVED | 2025-09-18 |
| PR | RA | APPROVED | 2025-09-18 |
| RI | RA | APPROVED | 2025-09-18 |
| SC | RA | APPROVED | 2025-09-18 |
| TX | RA | APPROVED | 2025-09-18 |
| VT | RA | APPROVED | 2025-09-18 |
| VA | RA | APPROVED | 2025-09-18 |
| WA | RA | APPROVED | 2025-09-18 |
| WI | RA | APPROVED | 2025-09-18 |
| WY | RA | APPROVED | 2025-09-18 |
| NY | RA | APPROVED | 2023-10-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | Melville | NY | 11/2015 | 09/2017 |
| Morgan Stanley Smith Barney Llc | New York | NY | 09/2017 | 05/2022 |
| Morgan Stanley Private Bank, National Association | New York | NY | 10/2017 | 05/2022 |
| Calamos Wealth Management Llc | New York | NY | 05/2022 | 10/2023 |
| Calamos Financial Services Llc | New York | NY | 05/2022 | 10/2023 |
| Jefferies Llc | New York | NY | 10/2023 | Present |
| Jefferies Investment Advisers Llc | New York | NY | 10/2023 | Present |
the name of the other business; Sexy Coffee whether the business is investment-related; No the address of the other business; Space not yet leased- on Long Island the nature of the other business; coffee shop your position; Limited Partner title, or relationship with the other business; interior design, menu design the start date of your relationship; 11/01/2025 the approximate number of hours/month you devote to the other business; 20 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; interior design, menu design
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-15 |
Reach out to this advisor