Best Investors
Account
Sign in
Best Investors
Account
Sign in
85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-01-19 |
Branch Locations
11780 U.S. Highway 1 Suite N101, North Palm Beach, FL 33408 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | West Palm Beach | FL | 06/2009 | 06/2018 |
| Oppenheimer & Co. Inc | Palm Beach Gardens | FL | 01/2021 | Present |
| Unemployed | Palm Beach | FL | 06/2018 | 05/2019 |
| Field Point Private | West Palm Beach | FL | 06/2019 | 11/2020 |
1.INVESTMENT PROPERTY, 2 FAMILY HOME ALL SERVICE FOR PROPERTY LOCATED IN COLLEGE POINT, NY ARE DELEGATED THRU A MANAGER WHO LICE ON PREMISES. MY TIME IS NOMINAL, ABOUT 2 HRS PER MONTH. 2.I AM A BOARD MEMBER OF THE HOMEOWNER'S ASSOCIATION, HALCYON OF PALM BEACH, WHERE I RESIDE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 1984-03-27 |
Reach out to this advisor