Best Investors
Account
Sign in
Best Investors
Account
Sign in
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2022-08-08 |
Branch Locations
Incline Village, NV • United States
125 Froehlich Farm Blvd., Woodbury, NY 11797 • 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 |
|---|---|---|---|---|
| Financial West Group | Westlake Village | CA | 10/2010 | 08/2017 |
| Western International Securities, Inc. | Pasadena | CA | 08/2017 | 07/2022 |
| Vanderbilt Securities, Llc | Incline Village | NC | 07/2022 | Present |
| Consolidated Portfolio Review | Incline Village | NC | 07/2022 | Present |
- Sequoia Wealth and Risk Management DBA for Securities Business. Investment-Related. Start date: 02/20/2009. Address: 774 Mays Blvd Suite 10, PMB 570 Incline Village, NV 89451. Title: Managing Director. Time spent during regular hours: 100%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-12 |
Reach out to this advisor