Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-02-21 |
| CT | RA | APPROVED | 2023-02-07 |
| TX | RA | APPROVED_RES | 1999-11-23 |
Branch Locations
45 William St, Wellesley Hills, MA 02481 • United States
9128 Strada Pl, Naples, FL 34108 • United States
Miromar Lakes, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wellesley | MA | 08/1995 | Present |
| Bank Of America, N.A. | Wellesley Hills | MA | 06/2011 | Present |
I*1549274For profit or not for profit: Entity For ProfitName of outside business organization: Double Eagle LLCInvestment related: NAddress of business: Miromar Lakes, Florida, 33913, United StatesNature of business: ["Limited Liability Company"]Position, title, association: ["Other"], Start date of relationship: 10/24/2023Number of hours devoted: 1 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: member of llc, LLC to own investment real estate in FL wtih my wife colleen. I* 1737291For profit or not for profit: Entity For ProfitName of outside business organization: LLCInvestment related: noAddress of business: Miromar Lakes, Fl, 33913Nature of business: Limited Liability CompanyPosition, title, association: OtherStart date of relationship: 03/04/2024Number of hours devoted: 0.1 monthlyNumber of hours devoted during trading hours: 0Duties: LLC that owns real rental real estate in FL I own 5% interest my wife owns 95% inetest I*1838263, Entity Type Entity For Profit, Name of OBA: RENTAL PROPERTY LLC Address: Miromar LakesFlorida33913 Investment Related: No Position, Title, Association: Other Employee Start Date: 05/16/2024No Hours: 0 No Hours during trading: 0 Duties: rental income I*3481265, Entity Type: , Name of OBA: C Breemen roth , Address: miromar lakes , Florida, 33913, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 01/08/2026, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-06 |
| S65 | Uniform Investment Adviser Law Examination | 1995-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-03 |
Reach out to this advisor