Best Investors
Account
Sign in
200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-02-05 |
| AZ | RA | APPROVED | 2004-06-01 |
Branch Locations
3430 East Sunrise Drive Suite 250, Tucson, AZ 85718-3237 • United States
Tucson, AZ • 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 |
|---|---|---|---|---|
| River Racquet Club | Tucson | AZ | 10/1983 | Present |
| Rbc Capital Markets Llc | Tucson | AZ | 03/2008 | Present |
| City National Bank | Tucson | AZ | 05/2017 | Present |
(1) JEWISH FEDERATION SOUTHERN AZ; ADDRESS: 3822 E RIVER RD #100 TUCSON, AZ 85718; BUSINESS DESCRIPTION: FEDERATION; NOT INVESTMENT RELATED; START DATE: 12/01/1992; CAPACITY: BOARD OF DIRECTORS; DUTIES: BOARD MEMBER, PAST PRESIDENT; HOURS DEVOTED PER WEEK: 2.5; HOURS DEVOTED DURING SECURITIES HOURS PER WEEK: 0 (2) CONGREGATION ANSHEI ISRAEL; ADDRESS: 5550 E FIFTH ST TUCSON, AZ 85711; BUSINESS DESCRIPTION: SYNAGOGUE; NOT INVESTMENT RELATED; START DATE: 02/01/2011; CAPACITY: BOARD OF DIRECTORS; DUTIES: BOARD MEMBER, PAST PRESIDENT; HOURS DEVOTED PER WEEK: .50; HOURS DEVOTED DURING SECURITIES HOURS PER WEEK: 0 (3) ARIZONA-SONORA DESERT MUSEUM; ADDRESS: 2021 NORTH KINNEY RD, TUCSON, AZ 85743; BUSINESS DESCRIPTION: NATURAL HISTORY MUSEUM; NOT INVESTMENT RELATED; START DATE: 10/01/2017; CAPACITY: BOARD OF DIRECTORS; DUTIES: COMMUNITY OUTREACH; HOURS DEVOTED PER WEEK: 1; HOURS DEVOTED DURING SECURITIES HOURS PER WEEK: NONE (4) UNIVERSITY ARIZONA JUDAIC STUDIES DEPARTMENT ADVISORY COUNCIL; ADDRESS: 845 NORTH PARK AVENUE #420 TUCSON, AZ 85719; NOT INVESTMENT RELATED; BUSINESS DESCRIPTION: JUDAIC STUDIES COLLEGE COURSE OFFERINGS; CAPACITY: COMMITTEE/COUNCIL MEMBER (NOT ASSOCIATED WITH THE BOARD OF DIRECTORS); START DATE: 01/08/2019; DUTIES: PROVIDE COUNSEL ON HOW THE U OF A JUDAIC STUDIES DEPARTMENT INTERACTS WITH THE GREATER TUCSON JEWISH COMMUNITY; HOURS DEVOTED PER MONTH: 01; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 00; (5) NAME OF ENTITY: Hillel The Foundation For Jewish Campus Life ADDRESS: 1245 east second street, tucson, arizona 85719 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Foundation/Charitable Institution START DATE: 17/08/2025 CAPACITY: Board of Directors DUTIES: board member HOURS DEVOTED PER MONTH: 0 - 4 Hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4 Hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 1984-06-04 |
Reach out to this advisor