Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-09-30 |
| FL | RA | APPROVED | 1992-03-19 |
Branch Locations
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Coral Gables | FL | 01/1992 | Present |
| Bank Of America, N.A | Coral Gables | FL | 04/2017 | Present |
I*126503For profit or not for profit: For-Profit OrganizationName of outside business organization: Stella Maris Coral Gables LLCInvestment related: YAddress of business:Coral Gables, Florida 33134Nature of business: LLC,Position, title, association: Owner, Start date of relationship: 8/15/2019Number of hours devoted: 1 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: Owns a condominium in Miami, Florida. I*2031285, Entity Type, Entity for Profit, Name of OBA: VILLA VERDE Puerto Rico LLC, Address: Bayamon, PR, 09056, Investment Related: No, Position, Title, Association: Owner, Employee Start Date: 09/26/2024, No Hours: 1hr/Weekly, No Hours during trading: 0, Duties: Hold real estate in Puerto Rico.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-13 |
Reach out to this advisor