Best Investors
Account
Sign in
Best Investors
Account
Sign in
1501 Pittsford Victor Road Suite 101, Victor, NY 14564 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-05-25 |
Branch Locations
1501 Pittsford Victor Road Suite 101, Victor, NY 14564 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsford | NY | 02/2011 | 08/2020 |
| Bank Of America, N.A. | Pittsford | NY | 12/2011 | 08/2020 |
| Tru Independence Asset Management 2, Llc | Portland | OR | 08/2020 | 04/2023 |
| Elevatus Wealth Management | Victor | NY | 08/2020 | Present |
1. INSURANCE AGENT; INVESTMENT RELATED; VICTOR, NY; INSURANCE SALES; AGENT; 4/17; HOURS DEPENDENT ON CLIENT NEEDS; SERVICING CLIENTS WITH INSURACE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-11-29 |
Reach out to this advisor