Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-02-02 |
| NY | RA | APPROVED | 2022-01-10 |
Branch Locations
925 Westchester Ave, West Harrison, NY 10604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orchard Real Estate | Wallkill | NY | 06/2012 | Present |
| Edward Jones | New Windsor | NY | 08/2016 | 05/2017 |
| Culinary Institute Of America | Hyde Park | NY | 07/2017 | 08/2017 |
| Key Investment Services Llc | Poughkeepsie | NY | 10/2017 | 04/2021 |
| Keybank | Kingston | NY | 10/2017 | 04/2021 |
| J.P. Morgan Securities Llc | Wallkill | NY | 01/2022 | Present |
| Jp Morgan Chase Bank, N.A. | Wallkill | NY | 01/2022 | Present |
| Orchard Real Estate | Wallkill | NY | 06/2012 | Present |
Entity Name: Ornage Count y NY Board of Elections Investment related: No "Address: 75 Webster Ave Goshen, NY 10924" Nature of the other business: Government Position/Title/Relationship: Employee/Contractor Start Date: 11/07/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Orange County Board of Elections oversees local, state and federal election processes. I am an election inspector - I validate voters and assist them in voting on Election Day. I only work one day per year, Election Day. Entity Name: Orchard Real Estate Investment related: No "Address: 763 Orchard Drive Wallkill, NY 12589" Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 06/01/2012 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Apartment rentals - presently consisting of one building with 3 rental units
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-04 |
Reach out to this advisor