Best Investors
Account
Sign in
Best Investors
Account
Sign in
830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-08-25 |
Branch Locations
2415 E Camelback Road Suite 760, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vivaldi Capital Management, Llc | Chicago | IL | 01/2012 | 06/2026 |
| Corient Services Llc | Miami | FL | 06/2026 | Present |
| Corient | Phoenix | AZ | 06/2026 | Present |
1. Cleveland/Nordman Joint Venture which is engaged in Real Estate. My family is a member of the Joint Venture and I do some accounting work for the Joint Venture. I devote less than 1 hour per month to this venture and have been engaged in this role for over 10 years. 2. No Name Holdings; Yes; 76 Riverside Drive Deerfield IL; Investment in Environmental Cos; Partner; 2023; 2; 0; Deciding on investment allocation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-06 |
Reach out to this advisor