Best Investors
Account
Sign in
Best Investors
Account
Sign in
388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-12-06 |
Branch Locations
Citi Wealth Management, Sales 201 S. Biscayne Blvd 5Th Fl, Miami, FL 33131 • United States
Cwm Retail, Sales 502 Brickell Avenue, Miami, FL 33131 • United States
Cwm Retail, Sales 201 S. Biscayne Blvd, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 08/2014 | 01/2021 |
| Bank Of America, N.A. | Jacksonville | FL | 08/2014 | 01/2021 |
| Jpmorgan Chase Bank Na | Miami | FL | 01/2021 | 08/2021 |
| Jpmorgan Securities, Llc | Miami | FL | 01/2021 | 08/2021 |
| Fidelity Investments | Miami | FL | 08/2021 | 11/2023 |
| Citigroup | Miami | FL | 11/2023 | Present |
OBA-62047|OrgNmn:Unisur Service Inc|Org Addr:Miami,Florida,US|OBA Nature:Corp holding real estate renta|Invst Rel:Y|Title:Vice President |Duties:Repairs and upkeep of the property |StrtDt:08-04-14|TotHrs/mon:1|TrdHrs/mon:0|OBA-62046|OrgNmn:AHM Legacy Holdings LLC|Org Addr:Miami,Florida,US|OBA Nature:LLC holding rental property - |Invst Rel:Y|Title:MGR|Duties:Upkeep and maintenance, I do not provide any type of investment advice related to my daily activities at Fidelity|StrtDt:06-22-20|TotHrs/mon:1|TrdHrs/mon:0|OBA-95922|OrgNmn:Real Estate Agent License |Org Addr:Miami,Florida,US|OBA Nature:Real Estate |Invst Rel:Y|Title:Employee|Duties:Be involved with prospects and clients for Real Estate transactions that would include buyers, sellers, commercial properties as well as renta|StrtDt:|TotHrs/mon:64|TrdHrs/mon:0|OBA-97929|OrgNmn:Alexander Harb|Org Addr:Miami,Florida,US|OBA Nature:I will be creating an LLC for |Invst Rel:Y|Title:Director|Duties:Investment property owner |StrtDt:05-01-23|TotHrs/mon:2|TrdHrs/mon:0|///// OA name: CAF LEGACY HOLDINGS LLC, Nature: REAL ESTATE HOLDING COMPANY FOR LIABILITY PURPOSES (Investment-related: Yes, Location: Miami, FL, started 03/01/2026), Title: AMBR, Duties: SUPERVISE REAL ESTATE ASSET, REPAIRS AND RENTAL TENANTS, Hours: (0 during trading hours/month, 1-5 during non-trading hours/month).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-12 |
Reach out to this advisor