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 | 2017-01-17 |
| FL | RA | APPROVED | 2012-06-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Coral Gables | FL | 02/2012 | Present |
| Bank Of America, N.A. | Coral Gables | FL | 05/2017 | Present |
I*2739297, Entity Type: , Name of OBA: Rental Property 1, Address: Palmetto Bay, Florida, 33157, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee State Date: 08/05/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-06-09 |
| S66 | Uniform Combined State Law Examination | 2005-10-28 |
Reach out to this advisor