Best Investors
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Account
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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2017-09-25 |
Branch Locations
250 West 96Th Street, Indianapolis, IN 46260 • United States
1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Indianapolis | IN | 10/2010 | Present |
1) -Name of Organization 6DW, LLC -Position: Board Member -Address of organization: Name: Six Degrees Wealth Address 1:1470 Copperfield Pkwy City: College Station State: Texas Zip:77845 -Date of Affiliation: 08/30/2023 -Describe nature of organization: Member of board for Six Degrees which is partly owned by sanctuary as well as two members of another sanctuary partner firm, with the intent to acquire firms looking for independence without the scale to do on their own. -Duties/Responsibilities: Duties will be limited to voting on significant financial spends of the group, potential acquisitions and quarterly meetings. -Hours per month devoted to this organization? 1 -Hours per month during trading hours devoted to this organization: 1 -Is this an investment-related activity? No 2) -Name of Organization G2PW, LLC -Position: Board Member -Address of organization: Name: G Squared Private Wealth Address 1:1470 Copperfield Pkwy City: College Station State: Texas Zip: 77845 -Date of Affiliation: 08/30/2023 -Describe nature of organization: G Squared is a partner firm of sanctuary wealth, where sanctuary wealth has a minority investment in, as such i have been appointed as board member of the firm. -Duties/Responsibilities (be specific): duties are rather limited, tied to voting on any acquisition or significant financial event for firm, as well as participation in quarterly board meetings -Hours per month devoted to this organization? 1 -Hours per month during trading hours devoted to this organization: 1 - Is this an investment-related activity? No
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-20 |
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