Best Investors
Account
Sign in
Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-04-25 |
Branch Locations
190 Sound Beach Ave, Old Greenwich, CT 06870 • United States
68 S Service Rd Ste 200 [C1-Rbo], Melville, NY 11747 • 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 |
|---|---|---|---|---|
| Sunbelt Rentals | Washington | DC | 06/2016 | 10/2016 |
| Northwestern Mutual Investment Services Llc | Washington | DC | 09/2016 | 05/2017 |
| Td Ameritrade | Columbia | MD | 06/2017 | 04/2019 |
| Owl Rock Capital Securities | New York | NY | 04/2019 | 05/2021 |
| Blue Owl Securities Llc | New York | NY | 05/2021 | 07/2021 |
| Credit Suisse Securities (Usa) Llc | New York | NY | 07/2021 | 07/2023 |
| Wells Fargo Clearing Services, Llc | Old Greenwich | CT | 03/2025 | Present |
| Wells Fargo Bank, Na | Old Greenwich | CT | 03/2025 | Present |
| Bloomberg L.P. | New York | NY | 08/2023 | 04/2024 |
| Unemployed | New York | NY | 04/2024 | 03/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-24 |
| S66 | Uniform Combined State Law Examination | 2017-10-23 |
Reach out to this advisor