Best Investors
Account
Sign in
Best Investors
Account
Sign in
250 West 55Th Street 17Th Floor, New York, NY 10019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-27 |
| NJ | RA | APPROVED | 2019-02-05 |
Branch Locations
250 West 55Th Street 17Th Floor, New York, NY 10019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wilmington Capital Securities Llc | New York | NY | 08/2015 | 07/2017 |
| Lionshead Wealth Management, Llc | New York | NY | 05/2017 | Present |
LIONSHEAD ADVISORY, NOT-INVESTMENT RELATED, 226 HARDENBURGH AVENUE DEMAREST NJ 07627, SALE OF FIXED LIFE INSURANCE, OWNER/MANAGER, JAN 2010, 15 HOURS PER MONTH, ZERO HOURS PER DAY DURING MARKET HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-05-21 |
| S65 | Uniform Investment Adviser Law Examination | 1996-01-17 |
Reach out to this advisor