Best Investors
Account
Sign in
Best Investors
Account
Sign in
200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-08-17 |
| TX | RA | APPROVED_RES | 2023-08-17 |
Branch Locations
5355 Town Center Road Suite 800, Boca Raton, FL 33486 • United States
Boca Raton, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | Boca Raton | FL | 05/2015 | 08/2023 |
| Rbc Capital Markets, Llc | Boca Raton | FL | 08/2023 | Present |
(1) NAME OF ENTITY: Rental Property ADDRESS: 5191 Jog Lane, Delray Beach, Florida 33484 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Rental Property START DATE: 07/01/23 CAPACITY: Owner - Active DUTIES: owner of property HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 (2) NAME OF ENTITY: rental property ADDRESS: 5189 Jog Lane Delray Beach Florida 33484 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: rental property CAPACITY: Owner - Passive START DATE: 03/29/2024 DUTIES: owning a townhouse and renting it HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0.1
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-13 |
Reach out to this advisor