Best Investors
Account
Sign in
858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-12-17 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
25 East 4Th Street Suite 15, Jamestown, NY 14701 • 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 |
|---|---|---|---|---|
| Bodell Overcash Anderson & Co., Inc. | Jamestown | NY | 06/2001 | 11/2018 |
| Heenans Pub | Fredonia | NY | 10/2000 | Present |
| Mid Atlantic Capital Corporation | Jamestown | NY | 11/2018 | Present |
| Newedge Advisors, Llc. | New Orleans | LA | 11/2021 | Present |
1)FIRST AFFILIATED OF THE CHAUTAUQUA REGION, LLC~INVESTMENT RELATED~25 EAST 4TH STREET, SUITE 15, JAMESTOWN, NY 14701~WEALTH MANAGEMENT~CO-OWNER 50/50~NOVEMBER 2018~200HRS PER MONTH~130HRS PER MONTH DURING MARKET~FINANCIAL PLANNING - - - - - - - - - - - - 2)FIXED INSURANCE SALES~NON INVESTMENT RELATED~25 EAST 4TH STREET, SUITE 15, JAMESTOWN, NY 14701~FIXED INSURANCE SALES~AGENT~2002~1HR PER MONTH~1HR PER MONTH DURING MARKET~POTENTIAL FIXED INSURANCE SALES TO CLIENTS - - - - - - - - - - - - 3)RENTAL PROPERTY~NON INVESTMENT RELATED~LEVERETT ST, FREDONIA, NY 14063~SOLE OWNER/LANLORD~SEPTEMBER 2019~10HRS PER MONTH~0HRS PER MONTH DURING MARKET~LANDLORD. 4)FIRST AFFILIATED OF THE CHATAUQUA REGION~2018~INVESTMENT RELATED~AT REPORTED BUSINESS LOCATION(S)~DBA FOR NEWEDGE SECURITIES, INC.~AS A REGSITERED REPRESENTATIVE IF NEWEDGE SECURITIES, INC. I CONDUCT COMMISSION BASED SECURITIES BUSINESS AS A BROKER DEALER AGENT. I SPEND 30 HOURS PER MONTH DURING TRADING HOURS ON THIS ACTIVITY AND 30 HOURS DURING NON-TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-03 |
| S66 | Uniform Combined State Law Examination | 2019-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-26 |
Reach out to this advisor