Best Investors
Account
Sign in
1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-07 |
| FL | RA | APPROVED | 2021-11-16 |
Branch Locations
525 Okeechobee Blvd Suite 1500, West Palm Beach, FL 33401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | West Palm Beach | FL | 02/2021 | Present |
| Wells Fargo | Palm Beach | FL | 06/2017 | 11/2020 |
| Unemployed | West Palm Beach | FL | 12/2020 | 02/2021 |
| Campbell University | Buies Creek | NC | 08/2016 | 05/2017 |
| Campbell University | Buies Creek | NC | 08/2013 | 05/2017 |
1) Name of Business: Palm Beach United Way./ Address: 44 Cocoanut Row, M201Palm BeachFLUnited States./ Investment Related: No./ Nature: The Town of Palm Beach United Way, previously known as the Palm Beach Community Chest, was founded in 1945 with the objective to raise and allocate funds to area charitable and philanthropic organizations. The first campaign raised $70,575 to support 13 nonprofit agencies in Palm Beach County. In the past 75 years the population of Palm Beach County has exploded from an estimated 100,000 in 1945 to more than 1.4 million today. Society has changed, needs have changed, but the Town of Palm Beach United Way has kept its mission of improving lives and building a stronger, healthier community for all residents. Over the years, our United Way has raised over $116 million to help those in Palm Beach County who need it the most. Mission - To create long-lasting and measurable changes that improve lives and build strong communities throughout Palm Beach County by ensuring everyone has access to the building blocks for a good quality of life: education, health and financial stability./ Role: OtherMember of the Allocation Committee for Education. We provide non-binding recommendations to the board./ Duty: Part of a committee that deals with Early Childhood Education. We review applications for that team and work as a committee to form a consensus for funding. This is provided to the board as a non-binding recommendation./ Start Date: 1/31/2022./ Time Required: Yes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-15 |
Reach out to this advisor