Best Investors
Account
Sign in
Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-27 |
Branch Locations
5789 Widewaters Pkwy 2Nd Fl, Dewitt, NY 13214 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Syracuse | NY | 10/2004 | 02/2017 |
| Wells Fargo Clearing Services Llc | Syracuse | NY | 02/2017 | Present |
PSH PROPERTIES, INV RELATED, CICERO, NEW YORK, 50% OWNER, PRESIDENT, REAL ESTATE, START: 02/01/2011, 2 HOURS PER MONTH/0 DURING TRADING, DUTIES: MAINTAIN PROPERTIES/ACCOUNTING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-10 |
Reach out to this advisor