Best Investors
Account
Sign in
Best Investors
Account
Sign in
11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-10 |
Branch Locations
Miami Shores, FL • United States
11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Aventura | FL | 01/2013 | 05/2026 |
| Kingswood Capital Partners, Llc | Miami Shores | FL | 06/2026 | Present |
| Kingswood Wealth Advisors, Llc | Miami Shores | FL | 06/2026 | Present |
1) 305 NE 104 LLC, No, 305 NE 104th St, Miami Shores, FL 33138, Rental property, Owner, 2011, 2hrs/mo, 0hrs during trading hrs, rental property 2) 2800 White Dov LLC, No, 2809 White Dove Circle, Holden Beach, NC 28462, Investment property, Owner, 01/29/2013, 1hr/mor, 0hrs/mo during trading hrs, maintenance only 3) 1700 NE 105 LLC, No, 1700 NE 105th St Unit 503, Miami Shores, FL 33138, Investment property, Owner, 09/13/2013, 1hr/mo, 0hrs/mo during trading hrs, inlaw property 4) Real Estate,Is Not Investment Related,"305 NE 104th St, , Miami, FL, 33138, United States",Rental Property,Owner,1/1/2011,2 hours per month,0 hours per month during trading hours,Commission Compensation,"Previously my primary residence I rent out. I also have 2 other properties of which no income is generated, 1700 NE 105th #503 Miami Shoers FL 33138 & a lot of land 280 White Dove Circle, Holden Beach NC 28462"
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-12 |
Reach out to this advisor