Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-19 |
| TX | RA | APPROVED_RES | 2019-06-21 |
| CT | RA | APPROVED | 2018-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hedgeye Risk Management, Llc | Stamford | CT | 07/2016 | 08/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated(7691) | Greenwich | CT | 06/2018 | Present |
| Robet Blosio & Co, William Pitt - Sotheby's Realty | New Canaan | CT | 05/2014 | Present |
| Bank Of America, N.A. | Greenwich | CT | 08/2018 | Present |
I*123367 For profit or not for profit: Non-Profit Organization Name of outside business organization: Friends of New Canaan Hockey Investment related: No Address of business: New Canaan, Connecticut 06840 Nature of business: Charitable Organization Position, title, association: Advisory Board Member, Start date of relationship: 5/24/2019 Number of hours devoted: 1 hour Monthly Number of hours devoted during trading hours: 0 Duties: Board member of Friends of New Canaan Hockey, a non-profit organization to help raise funds to support the New Canaan High School boys and girls ice hockey programs. I*398668 Entity Type: Charitable, Name of OBA: New Canaan Lacrosse Association, Address: New Canaan, Connecticut 06840, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 02/12/2014, No Hours: 24, No Hours during trading: 0, Duties: Youth Lacrosse Coach I*5033267 Entity Type: HOA, Co-op, Freehold Name of OBA: Essex Ridge Association, Inc Address: New Canaan, Connecticut, 6840 Investment Related: No Position, Title, Association: Committee, Board Member Employee Start Date: 07/27/2026 Number of Hours: 0.5, Monthly Number of Hours during trading: 0 Duties: Executive Board of Essex Ridge Condo Association is a five member governing body elected by unit owners that manages the affairs, rules, and property of the condominium association, acting on behalf of the Association in all matters not reserved to the unit owners, including budgeting, assessments, contracting, maintenance of common elements, enforcement of governing documents, and risk management/insurance. Board members serve without compensation and may not receive anything of value from entities doing business with the Association. As VP I vote on the rules, affairs and property of the condominium association. I do not handle financials, nor do I sign checks, or have any ties to the finances of the association.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-09-19 |
| S65 | Uniform Investment Adviser Law Examination | 2017-05-23 |
Reach out to this advisor