Best Investors
Account
Sign in
1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-06-02 |
| WY | RA | APPROVED | 2026-05-28 |
| NV | RA | APPROVED | 2024-09-25 |
| DC | RA | APPROVED | 2023-12-21 |
| MD | RA | APPROVED | 2023-12-21 |
| MI | RA | APPROVED | 2023-12-21 |
| SC | RA | APPROVED | 2023-12-21 |
| VT | RA | APPROVED | 2023-12-21 |
| KS | RA | APPROVED | 2022-10-13 |
| GA | RA | APPROVED | 2022-04-13 |
| AL | RA | APPROVED | 2021-10-06 |
| NY | RA | APPROVED | 2021-08-19 |
| AZ | RA | APPROVED | 2021-02-19 |
| UT | RA | APPROVED | 2021-01-25 |
| MA | RA | APPROVED | 2019-02-11 |
| NC | RA | APPROVED | 2019-02-04 |
| OH | RA | APPROVED | 2019-02-04 |
| TX | RA | APPROVED | 2019-02-04 |
| VA | RA | APPROVED | 2019-02-04 |
| NM | RA | APPROVED | 2018-09-24 |
| DE | RA | APPROVED | 2017-02-15 |
| RI | RA | APPROVED | 2014-10-17 |
| CT | RA | APPROVED | 2014-08-13 |
| IN | RA | APPROVED | 2014-05-16 |
| NJ | RA | APPROVED | 2013-09-25 |
| CO | RA | APPROVED | 2013-09-23 |
| FL | RA | APPROVED | 2013-08-29 |
| PA | RA | APPROVED | 2013-08-29 |
| CA | RA | APPROVED | 2013-08-28 |
| IL | RA | APPROVED | 2013-08-25 |
Branch Locations
1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Private Client Wealth Llc | Ramsey | NJ | 08/2013 | Present |
| Td Bank Na | Ramsey | NJ | 08/2013 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-28 |
Reach out to this advisor