Best Investors
Account
Sign in
Best Investors
Account
Sign in
350 Linden Oaks Suite 140, Rochester, NY 14625 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-04-18 |
| WA | RA | APPROVED | 2022-07-13 |
| NY | RA | APPROVED | 2022-07-08 |
| NC | RA | APPROVED | 2022-04-01 |
| CT | RA | APPROVED | 2022-03-31 |
| NH | RA | APPROVED | 2021-06-16 |
| CO | RA | APPROVED | 2021-06-03 |
| GA | RA | APPROVED | 2020-06-26 |
| NJ | RA | APPROVED | 2019-05-08 |
| FL | RA | APPROVED | 2016-06-15 |
| CA | RA | APPROVED | 2016-05-18 |
| VA | RA | APPROVED | 2016-03-17 |
| OH | RA | APPROVED | 2013-05-20 |
Branch Locations
350 Linden Oaks Suite 140, Rochester, NY 14625 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios | Rochester | NY | 04/2008 | 10/2024 |
| Novem Group, Inc. | Rochester | NY | 05/2013 | Present |
| Osaic Wealth, Inc. | Rochester | NY | 10/2024 | Present |
1) NOVEM GROUP, INVESTMENT-RELATED, INVESTMENT ADVISER REPRESENTATIVE, START DATE 5/2013, 80 HOURS DEVOTED PER MONTH DURING MARKET HOURS 2) OSAIC WEALTH, INC., INVESTMENT-RELATED, REGISTERED REPRESENTATIVE, START DATE 10/2024, 80 HOURS DEVOTED PER MONTH DURING MARKET HOURS 3) INSURANCE AGENT, NOT INVESTMENT-RELATED, 10 HOURS DEVOTED PER MONTH DURING MARKET HOURS 4) GEM CREEK BREWERY, LLC., NOT INVESTMENT-RELATED, CANANDAIGUA, NY, LLC MEMBER, START DATE 06/17/2024, 0 HOURS DEVOTED DURING MARKET HOURS, PASSIVE INVESTOR 5) INSURANCE AGENT POSITION: agent NATURE: Life Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 350 Linden Oaks, Ste 140, Rochester NY 14625-2807, United States DESCRIPTION: Seek life insurance solutions for clients 6) GEM CREEK LLC POSITION: passive investor NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: Route 5 and 20, canandaigua NY 14424, United States DESCRIPTION: PASSIVE investor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-11 |
Reach out to this advisor