Best Investors
Account
Sign in
333 Butternut Dr., Syracuse, NY 13214 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-08-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hsbc Bank Usa | New York | NY | 05/2006 | 08/2023 |
| Nottingham Financial Group | Dewitt | NY | 06/2023 | Present |
| Lpl Financial Llc | Syracuse | NY | 09/2023 | Present |
| Nottingham Wealth Partners | Dewitt | NY | 08/2025 | Present |
1) 04/04/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Nottingham Investment Services, Inc. - Investment Related - At Reported Business Location(s) - Start Date 3/31/2025 2) 03/13/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Community Investment Services Inc. - Inv Rel - At Reported Business Location(s) - Start Date 08/24/2023 - 25 hours per month/ during trading 3) 03/13/2026- Investment products and services are offered through LPL Financial LLC using the DBA/trade name CBNA Wealth Management - Investment Related - At Reported Business Location(s) - Start Date 08/06/2024 - 40 Hours Per Month/ 0 Hours During Trading 4) 03/25/2026 - Nottingham Wealth Partners - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 25 Hours Per Month/ During Trading - I provide investment advisory services through Nottingham Wealth Partners, Inc., an independent investment advisor firm. I started this business activity in 01/2026. I expect to spend approximately 25 hours per month on this activity. Please see the advisory firm's Form ADV 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 | 2000-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-21 |
Reach out to this advisor