Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-31 |
| NJ | RA | APPROVED | 2020-11-12 |
Branch Locations
1000 South Ave Suite 103, Staten Island, NY 10314 • United States
2420 Arthur Kill Road, Suite 300, Staten Island, NY 10309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Potter & Lamarca Llp | Staten Island | NY | 01/2005 | Present |
| First Allied Securities, Inc. | San Diego | CA | 08/2009 | 09/2022 |
| First Allied Advisory Services, Inc. | Chesterfield | MO | 07/2012 | 11/2020 |
| First Allied Advisory Services | Schaumburg | IL | 11/2020 | 09/2022 |
| Cetera Advisors Llc | Staten Island | NY | 09/2022 | Present |
| Cowen, Gunteski & Co, Pa Dba Cg Tax, Audit & Advisory | Tinton Falls | NJ | 01/2023 | Present |
| Cetera Investment Advisors | Schaumburg | IL | 11/2020 | Present |
1.)GUIDED PROFESSIONAL SOLUTIONS; PARTNER; DBA; START DATE:11/1/2009. 2.)POTTER & LAMARCA LLP; PARTNER; CERTIFIED PUBLIC ACCOUNTANT; START DATE:1/1/1989. 3.)FRED LA MARCA - INSURANCE AGENT; DIRECT OWNER; INSURANCE; START DATE:1/1/2008. 4.) PLC REALTY GROUP LLC; PARTNER; REAL ESTATE; START DATE 04/01/2001 5.) STATEN ISLAND CHAMBER OF COMMERCE AUDIT COMMITTEE; COMMITTEE MEMBER; NON-PROFIT ORGANIZATION; START DATE 1/1/2012; 4 HOURS PER MONTH. 6.) LAMARCA PROPERTIES LLC; MANAGING MEMBER; REAL ESTATE; START DATE 05/28/2010; 4 HOURS PER MONTH. 7.) BLOCK 7469 LLC; REAL ESTATE/RENTAL PROPERTY; START DATE: 04/30/2007; 4 HOURS A MONTH. 8.) FRANK A. VACCARO SPOUSAL TRUST; CO TRUSTEE; FIDUCIARY POSITION; START DATE: 11/27/2012; 4 HOURS PER MONTH. 9.) NAME OF OTHER BUSINESS: COWEN, GUNTESKI & CO, PA DBA CG TAX, AUDIT & ADVISORY, INVESTMENT RELATED: NO, ADDRESS: 730 HOPE ROAD, TINTON FALLS, NJ, 07724 NATURE OF BUSINESS: TAX AND ACCOUNTING, START DATE: 01/2023, POSITION/TITLE/RELATIONSHIP: CPA, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: TAX RETURN PREPARATION AND ACCOUNTING SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-10-19 |
Reach out to this advisor