Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-02-14 |
| FL | RA | APPROVED | 2018-02-23 |
Branch Locations
401 E Las Olas Blvd, Fort Lauderdale, FL 33301 • United States
22 Bull St, Savannah, GA 31401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boca Raton | FL | 09/2017 | Present |
| Bank Of America, N.A. | Boca Raton | FL | 09/2017 | Present |
| Adt Security Services | Boca Raton | FL | 07/2007 | 11/2016 |
| Unemployed | Royal Palm Beach | FL | 12/2016 | 08/2017 |
I*432273For profit or not for profit: Entity CharitableName of outside business organization: State University of NY at BrockportInvestment related: NAddress of business: Brockport, Florida, 14420Nature of business: ["School, College or University"]Position, title, association: ["Board Member"], Start date of relationship: 10/2/2023Number of hours devoted: 20 hour(s) YearlyNumber of hours devoted during trading hours: 9Duties: , SUNY Brockport is part of the NY State University system - engaged with its community. From its main Brockport campus, to the Village of Brockport and the Greater Rochester area. The Brockport Foundation Board of Directors is a volunteer board comprised of business, professional, civic, community, and alumni leaders with a single goal: to advance SUNY Brockport in its commitment to student success.I*1513280For profit or not for profit: Entity CharitableName of outside business organization: Community Foundation of Palm Beach and Martin CountiesInvestment related: NAddress of business: West Palm Beach, Florida, 33401, United StatesNature of business: ["Charitable Organization"]Position, title, association: ["Committee"], [["Other"]]Start date of relationship: 10/13/2023Number of hours devoted: 30 hour(s) YearlyNumber of hours devoted during trading hours: 15Duties: , Help to devise strategies to build the foundation's awareness in the community. Help Identify relevant topics and speakers for events. Providing feedback on the changing needs of advisors in the community. Cultivating and deepening relationship with other I*3470291 Entity Type: Entity Charitable Name of OBA: BRITE Initiative Address: West Palm Beach, Florida, 33422 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 01/17/2026 Number of Hours: 10, Monthly Number of Hours during trading: 0, Monthly Duties: Improve the quality of life of underprivileged Haitian children by giving them access to basic social services such as education Board Member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-21 |
Reach out to this advisor