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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-04 |
| FL | RA | APPROVED | 2022-08-18 |
| NY | RA | APPROVED | 2021-08-06 |
Branch Locations
19485 Us Route 11, Watertown, NY 13601 • United States
Lakewood Ranch, FL • United States
Glenfield, NY • 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 |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Watertown | NY | 03/2008 | Present |
| City National Bank | Watertown | NY | 02/2019 | Present |
LEWIS COUNTY GENERAL HOSPITAL; ADDRESS: 7785 NORTH STATE STREET LOWVILLE, NY 13369; BUSINESS DESCRIPTION: COUNTY HOSPITAL; NOT INVESTMENT RELATED; START DATE: 12/18/2014; CAPACITY: BOARD OF DIRECTORS; DUTIES: VOTING MEMBER OF THE HOSPITAL'S BOARD OF MANAGERS, REVIEWING & APPROVING ANNUAL OPERATING BUDGETS FOR THE HOSPITAL; HOURS DEVOTED PER WEEK: 1.5; HOURS DEVOTED DURING SECURITIES HOURS PER WEEK: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 1988-09-08 |
Reach out to this advisor