Best Investors
Account
Sign in
Best Investors
Account
Sign in
1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-10-28 |
| TX | RA | APPROVED | 2024-10-28 |
Branch Locations
395 North Service Road Suite 206, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Garden City | NY | 10/2019 | 10/2021 |
| Homemaking | Massapequa Park | NY | 07/2004 | 10/2019 |
| Lpl Financial Llc | New York | NY | 10/2021 | 10/2024 |
| Equitable Advisors, Llc | New York | NY | 10/2024 | Present |
1) Power of Attorney/Trustee of Trust/Executor of Estate - Father-Living Trust & The Family Irrevocable Living Trust & Mother: Living Trust & Family Irrevocable Living Trust (12.22.99)2) 10/31/2022 - Center for Wealth Preservation, LLC / Crisona Financial Group, Inc. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 03/01/2022 - 10 Hours Per Month/5 Hours During Securities Trading.3) Premier Networking Professionals (PNP) of LeTip- volunteer to serve as VP of a local networking group. Not financial related. 2 hrs per week. 4) Independent Agent - outside insurance sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 1990-06-21 |
Reach out to this advisor