Best Investors
Account
Sign in
Best Investors
Account
Sign in
100 Coliseum Drive, Cohoes, NY 12047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-23 |
| IL | RA | APPROVED | 2005-09-12 |
Branch Locations
540 Lake Cook Road Suite 600, Deerfield, IL 60015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Lake Forest | IL | 10/2000 | 01/2021 |
| Goldman Sachs & Co. Llc | New York | NY | 01/2021 | Present |
(1) Investment Committee Member at Foundation for the Education Development of Children, an educational institution. Organization operates out of Evanston, IL. Organization is not primarily engaged in investment-related activity. Start Date: October 15, 2015. One hour per month. Duties include general member responsibilities and investment oversight of the organization. (2) Investment Committee Member of Leslie Shankman School Corporation, a non-profit organization. Activity will take place from Evanston, IL. Organization is not primarily engaged in investment-related activity. Start Date: October 15, 2015. One hour per month. Duties include serving on the Investment Committee of the organization. (3) Owner of Fresh Coast Coffee Company LLC, a coffee company. Organization operates out of Evanston, IL. Organization is not primarily engaged in investment-related activity. Start Date: August 26, 2024. Five hours per month. Duties include the general management of the company.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-23 |
Reach out to this advisor