Best Investors
Account
Sign in
Best Investors
Account
Sign in
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-09-19 |
Branch Locations
100 Cross Keys Office Park Suite 100, Fairport, NY 14450 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-25 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
100 Cross Keys Office Park Suite 100, Fairport, NY 14450 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Legend Group | Palm Beach Gardens | FL | 09/2001 | Present |
| Capital Analysts, Llc | Fairport | NY | 09/2023 | Present |
HOME PROPERTY MANAGEMENT II INC. POSITION: Home Property Management Inc. manages my rental property, which the address is 6967 Blacksmith Way, Lake Worth, FL 33467. NATURE: Property management INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2010 ADDRESS: 8259 N Military Trail #1, Palm Beach Gardens FL 33410, United States DESCRIPTION: I'm an absentee landlord and Home Property Management takes care of the landlord duties involved with the tenant. Meghan Schneible Position: Operations - Independent Contractor Nature: Assisting with financial advisors and general office duties. Investment Related: Yes # of Hours: 160 Securities Trading Hours: 80 Start Date: 1/1/2013 Address: 100 Cross Keys, Ste 100 Fairport, NY 14450 Description: Assisting reps with their paperwork and general office compliance.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-09-13 |
Reach out to this advisor