Best Investors
Account
Sign in
Best Investors
Account
Sign in
9 South Long Beach Road, Rockville Centre, NY 11570 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-23 |
Branch Locations
9 South Long Beach Road, Rockville Centre, NY 11570 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Westbury | NY | 12/2010 | 11/2018 |
| Lpl Financial | Brooklyn | NY | 12/2018 | Present |
1.12/03/2018; Certainty Tax Advisors, LLC; Tax Prep/Accounting/CPA; Investment Related; Brooklyn,NY; Start Date 01/31/2011; 60hrs/mth; 2hrs during trading 2.10/09/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Carrano Wealth Management; Investment Related; at Reported Business Location(s); Start Date 10/01/2025; 160hrs/mth; 160hrs during trading 3.08/14/2026; (Hybrid) The Pinnacle Financial Group; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 08/04/2026; 160hrs/mth; 140hrs during trading; I provide investment advisory services through The Pinnacle Financial Group, an independent investment advisor firm. I started this business activity in 08/2026. I expect to spend approximately 160 hours per month on this activity. Please see the Form ADV for the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-02-22 |
Reach out to this advisor