Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-03 |
| TX | RA | APPROVED_RES | 2022-09-29 |
Branch Locations
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 |
|---|---|---|---|---|
| Citigroup Global Markets | New York | NY | 06/2012 | 09/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boca Raton | FL | 09/2022 | Present |
| Bank Of America, N.A. | Boca Raton | FL | 01/2023 | Present |
Russon Family LLC (holding company for Barbarian Distillery); Not investment-related; Boca Raton, FL; Affiliation started 01/24/2016; Title: Manager; Duties: Marketing Planning. Attain Federal and State Licensing for the distillery; No time is devoted to the business each month during security trading hours; 20 hours are devoted to the business each month outside of security trading hours. I*1200388 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Delray Beach, Florida, 33446 Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 3/1/2023 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Rental condo I*1153257 For profit or not for profit: Entity For Profit Name of outside business organization: RESTARTER HOMES LLC Investment related: N Address of business: BOCA RATON, Florida, 33428 Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 4/16/2019 Number of hours devoted: 1 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , INVESTER ONLY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-13 |
Reach out to this advisor