Best Investors
Account
Sign in
Best Investors
Account
Sign in
11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-04-29 |
| NY | RA | APPROVED | 2024-04-29 |
Branch Locations
11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sandler O'NEill & Partners, Lp | New York | NY | 11/2008 | 04/2017 |
| Hunt Financial Securities, Llc | Rye Brook | NY | 04/2017 | 06/2018 |
| Brean Capital, Llc | New York | NY | 06/2018 | 02/2020 |
| Edge Wealth Management | New York | NY | 08/2021 | 04/2024 |
| Unemployed | New York | NY | 02/2020 | 08/2021 |
| Kingswood Wealth Advisors | New York | NY | 04/2024 | Present |
BondHarbor Financial advisors LLC,Is Investment Related,"215 E 68th St Apt 31F, , New York, NY, 10065, United States",Financial Advisor,Principal,12/1/2026,100 hours per month,100 hours per month during trading hours,Fee Based Compensation,This is the name of the company I do business as for my financial advisor practice
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 1990-01-31 |
Reach out to this advisor