Best Investors
Account
Sign in
Best Investors
Account
Sign in
181 Crossways Park Drive, Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-02-22 |
Branch Locations
181 Crossways Park Drive, Woodbury, NY 11797 • 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 |
|---|---|---|---|---|
| Lpl Financial | Port Jefferson | NY | 05/2012 | 10/2017 |
| Trident Partners Ltd. | Woodbury | NY | 10/2017 | Present |
1. 10/11/2012: DEMELFI WEALTH MANAGEMENT, INC. / FOR ACCOUNTING PURPOSES ONLY / TIME SPENT 1%/ PORT JEFFERSON, NY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 1989-10-19 |
Reach out to this advisor