Best Investors
Account
Sign in
Best Investors
Account
Sign in
1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-03-31 |
| TX | RA | APPROVED_RES | 2006-10-24 |
| FL | RA | APPROVED | 2002-07-15 |
Branch Locations
525 Okeechobee Blvd Suite 1500, West Palm Beach, FL 33401 • United States
Basalt, CO • United States
Boca Raton, FL • United States
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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Palm Beach | FL | 07/2002 | Present |
3CINTERACTIVE CORP / 7800 CONGRESS AVE, SUITE 108 BOCA RATON, FLORIDA 33487 / COMPANY / TELECOMMUNICATIONS /MOBILE ENTERPRISE SOLUTIONS USING SMS TEXT MESSAGING PLATFORM / MEMBER OF BOARD OF DIRECTORS / ATTEND BOARD MEETINGS AND PARTICIPATE IN CONFERENCE CALLS. POSSIBLY ALSO HAVE ONE ON ONE CONVERSATIONS WITH OTHER BOARD MEMBERS OR EXECUTIVES / POTENTIAL DEALINGS WITH UBS: NO /START DATE - 09/15/2010 / AS NOTED ABOVE, I MAY NEED TO PARTICIPATE IN CALLS OR MEETINGS THAT MIGHT BE SCHEDULED DURING NORMAL WORKING HOURS. J.A.B. Irrevocable Trust, this is a family trust funded from life insurance when my cousin died in 2018, I will oversee the investments and distributions for this trust, start date-2/19/2019, nyUnited States-10514.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-18 |
Reach out to this advisor