Best Investors
Account
Sign in
Best Investors
Account
Sign in
1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-03 |
| NY | RA | APPROVED | 2026-01-02 |
| MD | RA | APPROVED | 2025-04-01 |
| TX | RA | APPROVED_RES | 2024-08-20 |
| FL | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Woodbury | NY | 05/2015 | 10/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boca Raton | FL | 06/2018 | 01/2022 |
| Northwestern Mutual | New York | NY | 10/2016 | 12/2016 |
| Admiral Craft Equipment Corporation | Westbury | NY | 01/2017 | 01/2018 |
| Bank Of America, N.A. | Boca Raton | FL | 06/2018 | 01/2022 |
| Charles Schwab Bank, Ssb | Boca Raton | FL | 02/2022 | 01/2024 |
| Charles Schwab & Co., Inc. | Boca Raton | FL | 02/2022 | 01/2024 |
| Admiral Craft | Miami | FL | 01/2018 | 12/2019 |
| Unemployed | Delray Beach | FL | 01/2024 | 06/2024 |
| Td Bank N.A. | Boca Raton | FL | 06/2024 | Present |
| Td Private Client Wealth Llc | Boca Raton | FL | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-10 |
| S66 | Uniform Combined State Law Examination | 2016-02-06 |
Reach out to this advisor