Best Investors
Account
Sign in
Best Investors
Account
Sign in
200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-23 |
| VA | RA | APPROVED | 2022-09-24 |
| TX | RA | APPROVED | 2022-08-29 |
Branch Locations
5355 Town Center Road Suite 800, Boca Raton, FL 33486 • United States
Highland Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Washington | DC | 05/2013 | 08/2022 |
| Rbc Capital Markets, Llc | Boca Raton | VA | 08/2022 | Present |
| City National Bank | Mclean | VA | 10/2022 | 01/2025 |
(1) NAME OF ENTITY: Sheridan Kalorama Neighborhood Council 501(c)3 ADDRESS: 2441 Tracy Place NW Washington, DC 20008 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Historic Neighborhood preservation CAPACITY: Board of Directors START DATE: 04/01/2000 DUTIES: Treasurer collecting annual Dues from the membership, reporting to the Board of Directors, developing proposed zoning and administrative startegies.. HOURS DEVOTED PER MONTH: 2-3 hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 1985-10-09 |
Reach out to this advisor