Best Investors
Account
Sign in
Best Investors
Account
Sign in
465 York Court, Rockville Centre, NY 11570 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-06-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Everbridge Advisors | Long Beach | NY | 05/2025 | Present |
| Everbridge Capital | Long Beach | NY | 01/2023 | Present |
| Oxford Place Investment Company | Long Beach | NY | 01/2019 | 01/2023 |
| Watson Elementary School | Long Beach | NY | 01/2015 | 10/2019 |
| Finalis Securities Llc | New York | NY | 07/2025 | Present |
1.) Everbridge Merchant; Investment related; 465 York Court, Rockville Centre, New York, 11570; Advisory and capital raising for private middle market sponsors.; Founder; 01/15/2026; 25; 25; I am currently focused on manger and issuer sourcing, as well as the capital advisory side, finding investors to place in our clients offerings/opportunities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-21 |
| S65 | Uniform Investment Adviser Law Examination | 2025-04-28 |
Reach out to this advisor