Best Investors
Account
Sign in
Best Investors
Account
Sign in
640 Fifth Avenue 4Th Fl., New York, NY 10019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-01-21 |
| OH | RA | APPROVED | 2025-11-25 |
| KY | RA | APPROVED | 2023-06-19 |
| MD | RA | APPROVED | 2022-09-16 |
| IL | RA | APPROVED | 2021-06-10 |
| NC | RA | APPROVED | 2021-06-08 |
| VT | RA | APPROVED | 2021-06-07 |
| NY | RA | APPROVED | 2021-03-23 |
| FL | RA | APPROVED | 2020-11-09 |
| GA | RA | APPROVED | 2020-06-05 |
| MA | RA | APPROVED | 2020-02-25 |
| NV | RA | APPROVED | 2019-12-13 |
| PA | RA | APPROVED | 2019-12-12 |
| AZ | RA | APPROVED | 2019-12-11 |
| CA | RA | APPROVED | 2019-12-11 |
| NJ | RA | APPROVED | 2013-01-07 |
| MO | RA | APPROVED | 2005-07-14 |
| LA | RA | APPROVED | 2005-07-13 |
Branch Locations
640 Fifth Avenue 4Th Fl., New York, NY 10019 • United States
Nutley, NJ • United States
Nutley, NJ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-04-12 |
Branch Locations
Nutley, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ladenburg Thalmann & Co. Inc. | New York | NY | 09/2004 | Present |
| Ladenburg Thalmann Asset Management | New York | NY | 09/2004 | Present |
| Investacorp | Miami Lakes | FL | 10/2007 | 07/2020 |
| Securities America, Inc. | La Vista | NE | 11/2011 | 03/2021 |
| Triad Advisors | Norcross | GA | 08/2008 | 03/2021 |
| Osaic Wealth Inc | Jersey | NJ | 05/2022 | Present |
| Ladenburg Thalmann Asset Management | New York | NY | 09/2004 | Present |
| Black Diamond Financial, Inc. | Westfield | NJ | 06/2021 | Present |
I will be a dually registered person and continue to be employed by Ladenburg Thalmann Asset Mgt RIA & Ladenburg Thalmann and Co B/D CAMBRIDGE HEIGHTS TOWN HOUSE COMPLEX; CAMBRIDGE HEIGHTS MANAGEMENT OFFICE; 1 CAMBRIDGE DRIVE, NUTLEY, NJ 07110; BOARD OF DIRECTORS/TREASURER; STARTED IN 2003: APPROXIMATELY 1-2 HOURS/MONTH DURING NON-SECURITIES TRADING HOURS AND 1/2 HOUR PER MONTH DEVOTED DURING SECURITIES TRADING HOURS; NO COMPENSATION IS RECEIVED. Highland Capital Brokerage - Insurance Representative Black Diamond Financial LLC; RIA ( Registered Investment Adviser ) / Subsidiary of Holding Company owned by Philip Blancato/ Jaime Desmond; 24 Joerge Ave, Nutley, NJ 07110; CEO; Affiliate of Ladenburg Thalmann & Co Inc and the Advisor Group Wealth Management Firms; Start date: 12/15/22; No more than 5hr , on average per week spent on Black Diamond business Chief Market Strategist; Osaic Inc.; 20 E Thomas Rd., Suite 2000 Phoenix AZ 85012; Effective Date: 2/5/24; Provides economic and market analysis; 5 hr a week devoted to activity / No compensation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-21 |
Reach out to this advisor