Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-08-21 |
| TX | RA | APPROVED | 2023-08-21 |
Branch Locations
1 S Clinton Ave Floor 05, Rochester, NY 14604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Leigh Baldwin & Co., Llc | Cazenovia | NY | 05/2014 | 11/2017 |
| High Falls Advisors | Rochester | NY | 04/2014 | 09/2018 |
| High Probability Advisors, Llc | Pittsford | NY | 09/2018 | 08/2023 |
| Jpmorgan Chase Bank Na | Rochester | NY | 08/2023 | Present |
| Jpmorgan Securities Llc | Rochester | NY | 08/2023 | Present |
Entity Name: YWCA of Rochester and Monroe County Investment related: Yes "Address: https://www.ywcarochester.org/ 175 North Clinton Avenue Rochester, NY 14604" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 07/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The YWCA provides emergency housing and other programs to women and children facing homelessness, addiction, domestic violence and other hardships. They work to dispel stereotypes, promote racial justice, and empower women. I have been asked to serve as Treasurer of the Board in addition to my current position on the investment committee. As treasurer, I will not handle any day-to-day finances (no access to bank accts), but I will need to sign off on form 990, expense reports and related items.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-15 |
Reach out to this advisor