Best Investors
Account
Sign in
Best Investors
Account
Sign in
200 Parkway Drive South Suite 200, Hauppauge, NY 11788 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-09-10 |
Branch Locations
200 Parkway Drive South Suite 200, Hauppauge, NY 11788 • United States
1375 Gateway Blvd Suite 13, Boynton Beach, FL 33426 • 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 |
|---|---|---|---|---|
| Capital Guardian Llc | Miami | FL | 06/2009 | 05/2017 |
| Capital Guardian Wealth Management Llc | Belmont | NC | 06/2009 | 11/2018 |
| Kovack Securities, Inc. | Fort Lauderdale | FL | 05/2017 | 06/2018 |
| Avenir Private Advisors, Llc | Miami | FL | 10/2018 | 12/2019 |
| Lebenthal Global Advisors | Hauppauge | NY | 01/2020 | Present |
1) REGISTERED TAX PREPARER - 4214 PINE CONE LANE, BOYNTON BEACH, FL 33436; PREPARING TAX RETURNS FOR INDIVIDUALS; 5% OF TIME SPENT 2) FINRA ABITRATOR, FINRA ARBITRATION PANEL, HEAR AND DECIDE FINRA DISPUTES WITH OTHER PANEL MEMBERS; 1% OF TIME SPENT 3) RENTAL PROPERTY - BOYNTON BEACH, FL 33436; REAL ESTATE RENTAL CONDO; LANDLORD; MANAGE AND COLLECT RENTS; <1% OF TIME SPENT 4) INDEPENDENT LICENSED INSURANCE AGENT; NON INVESTMENT RELATED; 1992; LIFE, VARIABLE ANNUITY & HEALTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 1986-08-28 |
Reach out to this advisor