Best Investors
Account
Sign in
Best Investors
Account
Sign in
540 Madison Ave. 9Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-06-21 |
Branch Locations
One Alhambra Plaza Ste 1130, Coral Gables, FL 33134 • United States
540 Madison Ave. 9Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Coral Gables | FL | 11/2009 | 06/2019 |
| Bank Of America N.A. | Coral Gables | FL | 10/2014 | 06/2019 |
| Snowden Lane Partners | New York | NY | 06/2019 | Present |
Association of Financial Educators; Member; Virtual and speaking engagements to promote financial wellness within businesses and organizations; no compensation; not investment related; conducted during non-business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-27 |
Reach out to this advisor