Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-10-20 |
| FL | RA | APPROVED | 2015-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami | FL | 04/2015 | Present |
| Bank Of America, N.A. | Miami | FL | 06/2015 | Present |
I*970243For profit or not for profit: Entity For ProfitName of outside business organization: JVC Property Holdings, LLCInvestment related: NAddress of business: Miami Shores, Florida, 33138Nature of business: ["Limited Liability Company"]Position, title, association: ["Owner"], Start date of relationship: 8/25/2022Number of hours devoted: 2 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: , LLC was established to acquire a commercial property. I*2049271, Entity Type, Entity Charitable, Name of OBA: Catholic Charities Foundation, Address: Miami Shores, FL, 33138, Investment Related: No, Position, Title, Association: Board Mbr, Employee Start Date: 12/01/2024, No Hours: 1hr/Mo, No Hours during trading: 0, Duties: Sit on advisory committee for church finances and strategy in South Florida. I*3103288 Entity Type: N/A Name of OBA:Maria P Halloran IRA = M.P.H. IRA Address:Miami Shores Florida Investment Related:No Position, Title, Association:Power of Attorney Start Date:11/01/2025 No Hours: 1 Yearly No Hours during trading:0 Yearly Duties:Power of Attorney for Child/Grandchild I*3104284 Entity Type: N/A Name of OBA:Thomas M Halloran IRA = T.M.H. IRA Address:Miami Shores Florida Investment Related:No Position, Title, Association:Power of Attorney Start Date:11/01/2025 No Hours: 1 Yearly No Hours during trading:0 Yearly Duties:Power of Attorney for Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-24 |
Reach out to this advisor