Best Investors
Account
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Best Investors
Account
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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-11-10 |
Branch Locations
1140 Crosspointe Ln. Suite 3, Webster, NY 14580 • 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
1140 Crosspointe Ln. Suite 3, Webster, NY 14580 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employed | Rochester | NY | 12/1993 | Present |
| Legend Equities Corporation | Palm Beach Gardens | FL | 03/2002 | 01/2017 |
| Legend Advisory Corporation | Palm Beach Gardens | FL | 07/2011 | 09/2019 |
| Lincoln Investment | Rochester | NY | 01/2017 | Present |
| Capital Analysts, Llc | Rochester | NY | 11/2023 | Present |
LAKESHORE ROCHESTER KIWANIS CLUB POSITION: President. NATURE: Service Organization INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2020 ADDRESS: 493 COVEWOOD BLVD, Webster NY 14580, United States DESCRIPTION: Lead the club and run the monthly meetings. MGK TAX ADVISORS, INC, DBA ACCU TAX POSITION: Owner NATURE: Income Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 45 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2023 ADDRESS: 1880 E RIDGE RD, STE 1A, Rochester NY 14622, United States DESCRIPTION: Tax preparation and manage the business.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-05-01 |
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