Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-12-17 |
| TX | RA | APPROVED | 2019-12-17 |
Branch Locations
701 Brickell Ave Pbig - Florida Pwm Brickell, Miami, FL 33131 • 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 |
|---|---|---|---|---|
| J.P Morgan Securities Llc. | Miami | FL | 08/2011 | 10/2019 |
| J.P Morgan Chase Bank | Miami | FL | 08/2011 | 10/2019 |
| Summer Wind Incorporated | Miami Beach | FL | 05/2019 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami | FL | 10/2019 | Present |
| Bank Of America, N.A. | Miami | FL | 11/2019 | Present |
I*393623For profit or not for profit: Entity For ProfitName of outside business organization: Beyond the Sea LLCInvestment related: NAddress of business: Miami Beach, Florida, 33140Nature of business: ["Limited Liability Company"]Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 7/13/2021Number of hours devoted: 4 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: , This entity is owned by spouse 50% and me 50%. The purpose of the entity is to own and manage our boat. I*440472For profit or not for profit: Entity For ProfitName of outside business organization: Come Dance With Me, LLCInvestment related: NAddress of business: Miami Beach, Florida, 33140, United StatesNature of business: ["Limited Liability Company"]Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 9/5/2023Number of hours devoted: 8 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: , The purpose of the entity is to buy, sell and manage art. I*1473277, Entity Type: for profit , Name of OBA: Got You Under My Skin, Address: New York, New York, 10128, Investment Related: N, Position, Title, Association: grantor, Employee Start Date: 08/01/2026, No Hours: 0 Weekly, No Hours during Trading: 0 Weekly, Duties: I do not have any activities - my husband does as the manager of the entity.This entity owns a townhouse in NYC. The entity is managed by my husband and owned by my kids in their trust. The townhouse will be rented starting on August 1st, 2026.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-09 |
Reach out to this advisor