Best Investors
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Best Investors
Account
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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-01-02 |
| PA | RA | APPROVED | 2022-06-06 |
| NJ | RA | APPROVED | 2022-06-03 |
| NY | RA | APPROVED | 2022-06-03 |
| FL | RA | APPROVED | 2022-01-10 |
Branch Locations
255 Alhambra Circle, Coral Gables, FL 33134 • United States
3450 Clark Road, Sarasota, FL 34231 • 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 |
|---|---|---|---|---|
| Bank Of America | Chicago | IL | 12/2014 | 02/2018 |
| Morgan Stanley Smith Barney Llc | Chicago | IL | 05/2018 | 08/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 09/2018 | 08/2019 |
| Morgan Stanley Smith Barney Llc | Chicago | IL | 08/2018 | 08/2019 |
| Edward Jones | St.LOuis | MO | 09/2019 | 05/2021 |
| Equitable | Miami | FL | 06/2021 | 10/2021 |
| Equitable Advisors Llc | New York | NY | 06/2021 | 10/2021 |
| Td Private Client Wealth Llc | Coral Gables | FL | 12/2021 | Present |
| Td Bank N.A. | Coral Gables | FL | 12/2021 | Present |
Rental Property. It is not an investment related business. 2042 NW 17TH ST Miami, Fl 33125. I am the owner. 01/01/2023. 1hour a week not during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-25 |
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