Best Investors
Account
Sign in
Best Investors
Account
Sign in
292 Washington Ave Ext Suite 106, Albany, NY 12203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-16 |
Branch Locations
292 Washington Ave Ext Suite 106, Albany, NY 12203 • United States
Yorkville, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-09 |
Branch Locations
12079 Rt 9W, West Coxsackie, NY 12192 • United States
Yorkville, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foster & Schmalkuche, Pc | Gardiner | NY | 06/1982 | Present |
| Gwn Securities, Inc. | Palm Beach Gardens | FL | 08/2011 | Present |
| Latitude Advisors, Llc | Vero Beach | FL | 08/2011 | Present |
| Pinnacle Wealth Strategies, Llc | Albany | NY | 10/2002 | Present |
1) FOSTER& SCHMALKUCHE,CPA, PC (CPA FIRM) - PARTNER/CPA - 90% OF TIME 2) PINNACLE WEALTH STRATEGIES, LLC INVESTMENT RELATED;ALBANY, NY; COMPREHENSIVE FINANCIAL PLANNING;PARTNER; 10% OF TIME 3) LATITUDE ADVISORS, LLC; NY; IA REP; ADVISORY FEE SERVICES; 10% OF TIME; COMPENSATED VIA FEES PROPERTY RENTAL POSITION: member NATURE: rental property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2015 ADDRESS: 144 Perkinsville Rd, Highland NY 12528 DESCRIPTION: Pay rental related bills.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-23 |
Reach out to this advisor