Best Investors
Account
Sign in
Best Investors
Account
Sign in
200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-26 |
| TX | RA | APPROVED | 2024-02-16 |
Branch Locations
8010 Towers Crescent Drive 4Th Floor, Vienna, VA 22182 • United States
801 Brickell Avenue Suite 2100, Miami, FL 33131 • United States
Coconut Grove, FL • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | Miami | FL | 02/2015 | 02/2024 |
| Rbc Capital Markets, Llc | Vienna | VA | 02/2024 | Present |
(1) NAME OF ENTITY: Black Marlin Publishing LLC ADDRESS: 2322 Lincoln Ave, Coconut Grove, FL, 33133 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Private Company START DATE: 16/12/2009 CAPACITY: Owner DUTIES: I am the sole owner and operator of Black Marlin Publishing LLC, an entity formed to hold the publishing rights to the book, The Art of Wealth, which I authored. Black Marlin was organized in Virginia and is current and in good standing. The Art of Wealth was published in 2012. HOURS DEVOTED PER MONTH: 0 - 4 Hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4 Hours (2) NAME OF ENTITY: Palazzo Properties LLC ADDRESS: 2322 Lincoln Ave, Coconut Grove, FL 33133-3927 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Private Company START DATE: Mar 17, 2026 CAPACITY: Other (Sole Owner/Managing Member) DUTIES: Ownership and management of rental real estate (condominium at 3101 SW 27th Ave, Coconut Grove, FL) HOURS DEVOTED PER MONTH: 2 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-08 |
Reach out to this advisor