Best Investors
Account
Sign in
New York City, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-03-26 |
Branch Locations
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 |
|---|---|---|---|---|
| Foresight Advisors Llc | New York | NY | 04/2005 | Present |
| Lincoln Financial Advisors Corp | Rochelle Park | NJ | 02/2008 | Present |
| Rosenfeld Media Llc | New York | NY | 09/2017 | Present |
| Itac | New York | NY | 08/2011 | 02/2017 |
Rosenfeld Media LLC, Partner/Tax Member/COO We have 3 lines of business. Publishing, conferences and events and training for corporation employees and individuals, all in the related fields of UX design and to a smaller extent in general business areas.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-11 |
Reach out to this advisor