Best Investors
Account
Sign in
Best Investors
Account
Sign in
1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-09 |
| MA | RA | APPROVED | 2025-04-29 |
| FL | RA | APPROVED | 2025-01-02 |
Branch Locations
2130 Centrepark West Drive, West Palm Beach, FL 33409 • United States
1660 Sw St Lucie West Blvd, Port St. Lucie, FL 34986 • United States
3450 Clark Road, Sarasota, FL 34231 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Bank N.A. | Fort Pierce | FL | 09/2018 | 05/2021 |
| Us Health Advisors | Port Saint Lucie | FL | 05/2018 | 09/2018 |
| Infinite Management Solutions | Port Saint Lucie | FL | 01/2018 | 05/2018 |
| Enterprise Rent-A-Car | Stuart | FL | 02/2016 | 01/2018 |
| Td Bank N.A. | Port Saint Lucie | FL | 05/2021 | Present |
| Td Private Client Wealth Llc | Port Saint Lucie | FL | 05/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-25 |
| S65 | Uniform Investment Adviser Law Examination | 2021-07-15 |
Reach out to this advisor