Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-04-04 |
| NY | RA | APPROVED | 2021-05-03 |
| NJ | RA | APPROVED | 2020-11-10 |
Branch Locations
48 N Ferry Rd, Shelter Island, NY 11964 • United States
66 Main Street, East Hampton, NY 11937 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | East Hampton | NY | 07/2014 | Present |
| Jpmorgan Chase Bank, N.A. | East Hampton | NY | 07/2014 | Present |
| Menhaden Lane, Llc. | Shelter Island | NY | 01/2015 | Present |
| Town Of Shelter Island | Shelter Island | NY | 01/2009 | Present |
| Four Five Holdings Llc | Shelter Island | NY | 12/2023 | Present |
| Four Five Holdings Llc | Shelter Island | NY | 09/2024 | Present |
Entity Name: Four Five Holdings LLC Investment related: No Address: Private Residence Nature of the other business: Vending Machines Position/Title/Relationship: Owner/Partner Start Date: 09/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Vending machines is the main source of revenue but the business does have an ATM component to income. I own 2 ATM's in Shelter Island at the South Ferry. The ferry services and maintains the machines as I pay rent to them for the space being used. Entity Name: Four Five Holdings LLC Investment related: No Address: Private Residence Nature of the other business: Vending Machines Position/Title/Relationship: Owner/Partner Start Date: 12/10/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: vending machines Entity Name: Town of Shelter Island Investment related: No Address: 38 N Ferry Rd Shelter Island NY 11964 Nature of the other business: Recreation Department Position/Title/Relationship: Employee/Contractor Start Date: 01/01/2009 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The recreation department inside of the Town of Shelter Island is responsible for public activities offered to the citizens of Shelter Island. In my case, I monitor the adult basketball activities, which occur 3 nights per week. ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: MENHADEN LANE, LLC. POSITION: OWNER START DATE: 1/1/2015 ADDRESS: 3 Shelter Island NY DETAILS: WWW.MENHADENLANE.COM. MEN'S RETAIL CLOTHING COMPANY SELLING IN A LOCAL COMMUNITY WITH THE INTENT OF SELLING ONLINE. RUNNING THE BUSINESS FROM TOP TO BOTTOM. I'M THE SOLE EMPLOYEE. INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 32 HOURS DURING TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-29 |
Reach out to this advisor