Best Investors
Account
Sign in
Best Investors
Account
Sign in
1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-02-03 |
| IL | RA | APPROVED | 2022-02-01 |
| NC | RA | APPROVED | 2022-02-01 |
| NY | RA | APPROVED | 2021-10-26 |
| NV | RA | APPROVED | 2021-10-15 |
| FL | RA | APPROVED | 2021-09-28 |
| CA | RA | APPROVED | 2021-09-22 |
| WI | RA | APPROVED | 2021-09-22 |
| NJ | RA | APPROVED | 2021-01-28 |
| TX | RA | APPROVED_RES | 2021-01-04 |
Branch Locations
58 South Service Road Suite 310, Melville, NY 11747 • United States
Fort Salonga, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Melville | NY | 09/2010 | 01/2021 |
| Bank Of America Na | Melville | NY | 01/2011 | 01/2021 |
| Ubs Financial Services Inc. | Melville | NY | 01/2021 | Present |
1) St Anthonys High School,Private High School education,new yorkUnited States, trustee to help board with school activities Start date -11/4/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-09 |
Reach out to this advisor