Best Investors
Account
Sign in
Best Investors
Account
Sign in
830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-08-20 |
| FL | RA | APPROVED | 2024-08-19 |
Branch Locations
2700 S Commerce Parkway Suite 100, Weston, FL 33331 • 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 |
|---|---|---|---|---|
| Emerald Asset Advisors, Llc. | Weston | FL | 03/1999 | 06/2019 |
| Cps Partners, Llc | Weston | FL | 01/2013 | 05/2017 |
| Emfo, Llc | Weston | FL | 07/2017 | 07/2024 |
| Corient | Weston | FL | 08/2024 | Present |
| Corient Services Llc | Miami | FL | 08/2024 | Present |
Allan services on the advisory board of The Memorial Foundation, 3329 Johnson Street, Hollywood, Florida 33021 a non-investment-related entity providing philanthropic support to the Memorial Healthcare System which provides health care services in South Florida. Allan spends one (1) hour per month and no time during the securities trading day as a member of the advisory board Owner and Managing Member DDIAWA Consulting Since 2009. DDIAWA owns a portion of EMFO. DDIAWA 2396 Pheasant Lane Weston, FL 33327 - Allan spends 1 hour per month devoted to DDIAWA and no time during daily trading hours. I serve as an individual trustee for a client(s) of Corient. Acting as a trustee may present a potential conflict of interest. This relationship is disclosed in accordance with Corient's policies.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-08-17 |
Reach out to this advisor