Best Investors
Account
Sign in
Best Investors
Account
Sign in
1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2024-05-15 |
| TX | RA | APPROVED | 2024-05-15 |
| UT | RA | APPROVED | 2024-05-15 |
| ID | RA | APPROVED | 2023-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gam Services, Inc. | New York | NY | 09/2005 | 12/2017 |
| Self Employed | New York | NY | 01/2018 | 11/2019 |
| Kelson Capital | New York | NY | 12/2019 | 03/2020 |
| Raymond James Financial Services Inc | Ketchem | ID | 03/2020 | 09/2023 |
| Raymond James Financial Services Advisors, Inc | Ketchem | ID | 06/2022 | 08/2023 |
| Ubs Financial Services Inc. | New York | NY | 09/2023 | Present |
1. Mountain Humane, Local animal shelter (rescue, adoption, veterinary care, behavioral training), Member of Board of directors, I am on the fundraising and finance committee. I co-chair our annual fundraising gala, start date-12/9/2021, Hailey ID United States-83333. 2. Sun Valley Culinary Institute, providing culinary education to students, cooking classes, Member of Board of directors, head of the event committee, start date-1/2/2023, Ketchum Idaho United States-83340.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-01-03 |
| S65 | Uniform Investment Adviser Law Examination | 2022-06-07 |
Reach out to this advisor