Best Investors
Account
Sign in
Best Investors
Account
Sign in
4000 Ponce De Leon Boulevard Suite 850, Coral Gables, FL 33146 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2007-11-08 |
| MA | RA | APPROVED | 2007-09-17 |
| CA | RA | APPROVED | 2007-09-10 |
| LA | RA | APPROVED | 2007-09-10 |
Branch Locations
4000 Ponce De Leon Boulevard Suite 850, Coral Gables, FL 33146 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Evensky & Katz/Foldes Financial | Coral Gables | FL | 07/2014 | Present |
1) Gang Family Cellars, LLC, located at 2654 Napa Valley Corporate Drive, Napa, CA 94558. This business is not investment related. The business is a winery, wine production, import and sales. I am the managing member, proprietor, and winemaker. Started in 03/2024. I devote approximately 40 hours per month on the business. My duties include owner, winemaking, sales and marketing. Not yet profitable, so no compensation currently. 2) Make-A-Wish Southern Florida, Inc located at 343 NW 6th Street, Miami, FL 33131. This is a non-profit, but I am a board member, as well as a member of the finance, investment, and executive committees. I devote approximately 20 hours per month on this OBA. My duties include board governance, fundraising, and wish granting. 3) Fang Family Cellars, LLC located at 2901 SW 5th Avenue, Miami, FL 33129. This business is not investment related. The business provides consulting and sommelier services. I am the managing member and owner. Started in 01/2020. I devote approximately 20 hours per month on the business. My duties include consulting, cellar management & organization, and sommelier services. Estimated income is approximately $20k per year.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-12 |
Reach out to this advisor