Best Investors
Account
Sign in
Best Investors
Account
Sign in
3000 Westchester Avenue Suite 206, Purchase, NY 10577 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-07-02 |
Branch Locations
609 Deep Valley Dr Suite 200, Rolling Hills Estates, CA 90274 • United States
3000 Westchester Avenue Suite 206, Purchase, NY 10577 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Jose | CA | 04/2013 | 07/2019 |
| Bank Of America, N.A. | San Jose | CA | 05/2013 | 07/2019 |
| Seacrest Wealth Management, Llc | Palos Verdes Peninsula | CA | 07/2019 | Present |
| Purshe Kaplan Sterling Investments, Inc | Albany | NY | 09/2019 | Present |
1) SEACREST WEALTH MANAGEMENT. INVESTMENT RELATED BUSINESS. LOCATED AT 3010 WESTCHESTER AVE, SUITE 307, PURCHASE, NY 10577. RIA, Wealth Advisor. Start 7/2019. 120hrs/mo, 5 during trading hours. RIA, Fixed Insurance/Annuities. 2) Mortgage Financing Referral Partner. Not Investment Related. 27385 Eastvale Road, Palos Verdes, CA 90274. Mortgage Referrals. Referral Partner. 10/2019. 2 Hrs/Mo; All During Trading Hours. Refer Clients to Mortgage Brokers.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-11 |
Reach out to this advisor