Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-12 |
| FL | RA | APPROVED | 2026-04-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami | FL | 01/2018 | 12/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami | FL | 06/2017 | 08/2017 |
| Barry University | Miami Shores | FL | 05/2016 | 12/2017 |
| Unemployed | Miami | FL | 12/2017 | 01/2018 |
| Morgan Stanley | New Orleans | LA | 01/2023 | 02/2024 |
| Unemployed | Miami | FL | 02/2024 | 07/2024 |
| Gentrust Llc | Miami | FL | 07/2024 | 02/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami | FL | 04/2026 | Present |
| Unemployed | Miami | FL | 03/2026 | 04/2026 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-08-25 |
| S66 | Uniform Combined State Law Examination | 2020-05-27 |
Reach out to this advisor