Best Investors
Account
Sign in
Best Investors
Account
Sign in
200 Parkway Drive South Suite 200, Hauppauge, NY 11788 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-01 |
| NJ | RA | APPROVED | 2025-04-23 |
Branch Locations
Hackensack, NJ • United States
200 Parkway Drive South Suite 200, Hauppauge, NY 11788 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thestreet.cOm | New York | NY | 03/2017 | 10/2018 |
| Tracy Byrnes Consulting Services | Franklin Lakes | NJ | 03/2015 | 03/2017 |
| Ubs Financial Services Inc. | Paramus | NJ | 10/2018 | 04/2025 |
| Lebenthal Financial Services, Inc. | Hauppauge | NY | 04/2025 | Present |
| Lebenthal Global Advisors, Llc | Hauppauge | NY | 04/2025 | Present |
1.Newsmax Media, Investment Related, New York, NY, Correspondent, 1/1/2026, Approx 3 hours a month during trading hours. TV Business Correspondent regarding mostly financial industry related topics. 2. Author, Investment Related, Hackensack NJ, 1/1/2025, 2 hours a day for 6 weeks for book not during trading hours,. Write tax tips book, writes for other periodicals ongoing. 3.Podcast Host, investment related, Hackensack, NJ, 1/1/2026, 2 Hours per month, not during trading hours, Host of Podcast discussing financial topics. 4.Webinar Host, investment related, Hackensack, NJ, 2/2026, Approx 1 1/2 hours a month during trading hours, Host of webinar discussing financial topics.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-02 |
Reach out to this advisor