Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-19
  • FL RA
    APPROVED
    Since 2026-08-19

Branch Locations

601 E Atlantic Ave, Delray Beach, FL 33483 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Insurance Company Los Angeles CA 07/2014 07/2026
Nylife Securities Llc Los Angeles CA 02/2015 07/2026
Nessah Synagogue Beverly Hills CA 01/2006 02/2023
Prestige Financial And Insurance Services, Inc. Los Angeles CA 08/2018 07/2026
Eagle Strategies Llc Los Angeles CA 03/2024 07/2026
Merrill Lynch, Pierce, Fenner & Smith Incorporated Delray Beach FL 07/2026 Present
Bank Of America, N.A. Delray Beach FL 08/2026 Present
  • 07/2014 → 07/2026
    New York Life Insurance Company
    Los Angeles, CA
  • 02/2015 → 07/2026
    Nylife Securities Llc
    Los Angeles, CA
  • 01/2006 → 02/2023
    Nessah Synagogue
    Beverly Hills, CA
  • 08/2018 → 07/2026
    Prestige Financial And Insurance Services, Inc.
    Los Angeles, CA
  • 03/2024 → 07/2026
    Los Angeles, CA
  • 07/2026 → Present
    Delray Beach, FL
  • 08/2026 → Present
    Bank Of America, N.A.
    Delray Beach, FL
Previous Registrations
Other Businesses

I*5108315, Entity Type Entity Charitable, Name of OBA: Beverly Hills Sephardic Professionals Address: Beverly Hills California 90212 Investment Related: No Position, Title, Association: Other Employee Start Date: 09/01/2024 No Hours: 30 Yearly No Hours during trading: 0 Duties: running religious outreach activities in Jewish sabbat and holidays this is a non profit religious organization which cover outreach and Jewish religious activities and services. owned by my wife. I am just an officer for the record, no investments involved, and I don't write checks. I do get paid for religious services I provide through the organization. people who donate for that cause, to fund activities and services I provide as a cantor which covered under the organization. If I do cantor services, or lead Jewish religious events, such as Bar Mitzva or weddings performances, I am getting compensated by the organization for delivering these services. Donations made by those who like to get the services, or others who like to support our cause. for the officer role, it was just to be a secretary and help my wife on areas she needs help with mostly filing, and covering the statements. donations are case to case, and inconsistent. I am not aware whether or not donors are BOA clients Officer in a religious non profit organization. I*5108316, Entity Type Entity For Profit, Name of OBA: E A Address: Hollywood Florida 33021 Investment Related: No Position, Title, Association: Director,Owner Employee Start Date: 07/27/2026 No Hours: 50 Yearly No Hours during trading: 0 Duties: executing religious services as a cantor for compensation for those religious services Cantor and a religious services provider I*5112280, Entity Type, Name of OBA: Rental Property - 27-Jul-26 - 1 Address: Beverly Hills California 90212 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 07/27/2026 No Hours:1 Weekly No Hours during trading: 0 Duties: I*5338268, Entity Type, Name of OBA: Rexford Manor HOA Address: Beverly Hills California 90212 Investment Related: No Position, Title, Association: board member Employee Start Date: 06/01/2022 No Hours: 1 Weekly No Hours during trading: 0 Duties: 1 out of 5 board members of the HOA where I have my investment property HOA OF THE INVESTMENT PROPERTY I OWN

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-21
S63 Uniform Securities Agent State Law Examination 2016-04-06
  • S66 Uniform Combined State Law Examination
    2023-12-21
  • S63 Uniform Securities Agent State Law Examination
    2016-04-06

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Delray Beach, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor