Best Investors
Account
Sign in
Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-27 |
| TX | RA | APPROVED_RES | 2025-01-24 |
Branch Locations
15225 S W 104Th St, Miami, FL 33196 • United States
10808 Caribbean Blvd, Miami, FL 33189 • United States
12795 S Dixie Hwy, Pinecrest,, FL 33156 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Bank/Td Holding Co | Miami | FL | 10/2013 | 03/2017 |
| Td Ameritrade | Miami | FL | 03/2017 | 03/2018 |
| Citigroup/Citibank | Miami | FL | 03/2018 | 03/2024 |
| Efg Capital International | Miami | FL | 08/2024 | 01/2025 |
| Unemployed | Miami | FL | 03/2024 | 08/2024 |
| J.P. Morgan Securities Llc | Pinecrest | FL | 01/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Pinecrest | FL | 01/2025 | Present |
| Citigroup Global Markets Inc. | Miami | FL | 03/2018 | 03/2024 |
| Citi Private Alternatives, Llc | Miami | FL | 04/2023 | 03/2024 |
| Td Ameritrade, Inc. | Miami | FL | 03/2017 | 03/2018 |
| Td Ameritrade Investment Management, Llc | Miami | FL | 10/2017 | 03/2018 |
| Citi Private Bank, Na | Miami | FL | 03/2018 | 03/2024 |
| Efg Capital International Corp | Miami | FL | 08/2024 | 01/2025 |
| Efg Asset Management (Americas) Corp. | Miami | FL | 08/2024 | 01/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-16 |
Reach out to this advisor