Best Investors
Account
Sign in
Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-29 |
| FL | RA | APPROVED | 2025-10-28 |
Branch Locations
5200 Town Center Cir Ste 600, Boca Raton, FL 33486-1045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | Boca Raton | FL | 03/2014 | 10/2025 |
| Ameriprise Financial Services, Llc | Boca Raton | FL | 10/2025 | Present |
Business Ownership; Grupo de Pacifico LLC; Co-owner; LLC with various investments in Private Companies and Real Estate; 2212 Delray Ridge Ln, , Delray Beach, FL, 33444; Not Investment-Related; 01/01/2023; 1 to 9 hours per month; 0 during trading hours / MILO LERNER VENTURES LLC; Owner; Real Estate; 2212 Delray Ridge Ln, , Delray Beach, FL, 33444; Not Investment-Related; 06/01/2026; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-28 |
Reach out to this advisor