Best Investors
Account
Sign in
Best Investors
Account
Sign in
257 Riverside Avenue Suite 301, Westport, CT 06880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-04 |
| NY | RA | APPROVED | 2025-05-22 |
Branch Locations
257 Riverside Avenue Suite 301, Westport, CT 06880 • United States
Scarsdale, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 11/2015 | 11/2017 |
| Morgan Stanley | New York | NY | 11/2017 | 03/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fairfield | CT | 03/2018 | 12/2020 |
| Bank Of America, N.A. | Fairfield | CT | 04/2018 | 12/2020 |
| Baker Tilly Wealth Management, Llc | New York | NY | 01/2021 | 06/2023 |
| Baker Tilly Capital | New York | NY | 01/2021 | 06/2023 |
| Baker Tilly Us, Llp | New York | NY | 01/2021 | 06/2023 |
| Procyon Advisors, Llc | New York | NY | 06/2023 | 05/2025 |
| Third View Private Wealth | Westport | CT | 05/2025 | Present |
1) Third View Risk, LLC; Licensed Insurance Agent; Investment related; 55 Post Road West First Floor, Westport, CT 06880; Insurance Sales; 05/2025; 2 hours per month; Sell life insurance products as needed for clients that need coverage.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-07 |
Reach out to this advisor