Best Investors
Account
Sign in
1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-05-04 |
| TX | RA | APPROVED | 2023-05-04 |
Branch Locations
1055 Franklin Avenue Suite 300, Garden City, NY 11530 • United States
Southold, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Great Neck | NY | 01/1987 | 05/2023 |
| Bank Of America,Na | Great Neck | NY | 12/2009 | 05/2023 |
| Ubs Financial Services Inc | Garden City | NY | 05/2023 | Present |
I*128648 For profit or not for profit: Non-Profit Organization Name of outside business organization: Oakcliff Sailing Investment related: N Address of business: Oyster Bay, New York 11771 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 10/1/2019 Number of hours devoted: 2 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: Board of directors - Provide sail for underprivileged youth I*131359 For profit or not for profit: Non-Profit Organization Name of outside business organization: St. Francis Heart Hospital Investment related: N Address of business: Roslyn, New York 11576 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 12/2/2019 Number of hours devoted: 2 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: Hospital 3) Name of Business: St. Francis Hospital Foundation./ Address: 100 Point Washington Boulevard Roslyn United States 11576./Investment Related: No./Nature: he Guild of St. Francis Hospital Foundation is an auxiliary organization that hosts fundraising events in support of the Hospital. It was established in 1941 by active women in the community interested in supporting their local cardiac center. The Guild has grown by several thousand members and is led by a Board of Directors. Members of the Guild may also volunteer to serve on committees for their annual events./ Role: Member of Board of directors./ Duty: Fundraising./ Start Date: 1/1/2017./ Hours Devoted: No. 4) NPKGW LLC, ManhassetNew York United States-11030, LLCReal Estate, Operational activity for family home renovation project, Managing Member of the operations of the entity, start date- 11/14/2023.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 1987-04-16 |
Reach out to this advisor