Best Investors
Account
Sign in
Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-05 |
Branch Locations
421 S. Warren Street St 201, Syracuse, NY 13202 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Securities & Investment Advisors, Inc. | Canastota | NY | 05/2004 | 06/2017 |
| Cadaret, Grant & Co., Inc. | Canastota | NY | 05/2004 | 06/2017 |
| Avantax Investment Services, Inc. | Syracuse | NY | 06/2017 | 09/2025 |
| Avantax Insurance Services, Llc | Syracuse | NY | 06/2017 | 09/2025 |
| Avantax Advisory Services | Syracuse | NY | 08/2017 | 09/2025 |
| Avalon | Syracuse | NY | 12/2022 | Present |
| Cetera Wealth Services, Llc | Syracuse | NY | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) AVALON POSITION: Fulfillment NATURE: Company provides printing services to the Legal and Medical Field. Also provides Cyber Security and document management services. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 20 START DATE: 12/19/2022 ADDRESS: 901 North State Street, St. 301, Syracuse NY 13208, United States DESCRIPTION: Role includes processing legal and medical records by request for subsequent delivery. It is not a sales position and does not require contact with individuals in any commercial/personal capacity.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-03-03 |
Reach out to this advisor