Best Investors
Account
Sign in
Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-04 |
| NY | RA | APPROVED | 2026-03-31 |
Branch Locations
380 N. Broadway Suite 206, Jericho, NY 11753 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Garden City | NY | 07/2010 | 07/2017 |
| New York Wealth Management | Garden City | NY | 07/2010 | 03/2026 |
| Raymond James Financial Services Advisors Inc. | Garden City | NY | 07/2010 | 07/2017 |
| Raymond James & Associates, Inc. | Hampton Bays | NY | 07/2017 | 03/2026 |
| Osaic Wealth, Inc | Scottsdale | AZ | 03/2026 | Present |
1. INSURANCE POSITION: agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 03/31/2026 ADDRESS: 380 North Broadway, Suite 280, Jericho NY 11753, United States DESCRIPTION: sale of insurance products
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-02-24 |
Reach out to this advisor