Best Investors
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Account
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White Plains, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-25 |
| NY | RA | APPROVED | 2021-08-09 |
Branch Locations
1108 South Baldwin Avenue Suite 210, Arcadia, CA 91007 • United States
White Plains, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pension Maxima Investment Advisory, Inc. | Arcadia | CA | 02/2007 | Present |
| Mi Lino Gato | Bellmore | NY | 01/2023 | Present |
PROVIDES LICENSING FINANCIAL WELLNESS EDUCATION TO OUTSIDE BENEFIT PROVIDERS; INVESTMENT RELATED; SPENDS 20 HOURS PER MONTH ON THIS ACTIVITY TEACHES WITH "SUNY", WESTCHESTER ON FINANCIAL WELLNESS EDUCATION AND PRE-LICENSING INSURANCE CLASSES; NON-INVESTMENT RELATED; SPENDS APPROX. 20 HOURS PER WEEK ON THIS ACTIVITY. PERSONAL FINANCIAL CONSULTANT WITH MAGELLAN FEDERAL; INVESTMENT RELATED; SPENDS APPROX 20 HOURS PER MONTH ON THIS ACTIVITY. PROVIDES CHARITABLE DONATION EVALUATIONS FOR YEAR END GIFTING PURPOSES. WWW.BIZVALUADVISOR.COM; INVESTMENT RELATED; OPERATES WEBSITE; CURRENTLY SPENDS 20 HRS OF HER TIME; BUSINESS VALUE SCANS AND EDUCATION. PROVIDES EVALUATIONS FOR DONOR ADVISED FUNDS, SHAREHOLDERS' DISPUTES, COMPANY SALE, SUCCESSION PLANNING AND SPLITTING OF DIVISIONS. INVESTMENT RELATED; SPENDS 20 HOURS PER MONTH ON THIS ACTIVITY. MI LINDO GATO INVESTMENT RELATED TAX PLANNING FIRM IN BELLMORE, NY. SHE IS THE OWNER AND SPENDS 60 HRS/MONTH DURING TRADING HOURS. MANAGES CLIENT INQUIRIES AND ASSIGNS TAX PREPARATION SERVICES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-17 |
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