Best Investors
Account
Sign in
Best Investors
Account
Sign in
725 Glen Cove Ave, Glen Head, NY 11545 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tsa Management | Glen Head | NY | 09/2009 | Present |
FLEMING WEALTH MANAGEMENT & LAW OFFICES OF MICHAEL FLEMING. 150 High Farms Road, Glen Head, NY 11545 OWNER NON INVESTMENT RELATED LAW FIRM STARTED IN 2012 5-10 HOURS PER WEEK AND 5-10 HOURS PER WEEK DURING TRADING HOURS PROVIDES LEGAL ADVICE RELATING TO TRUSTS AND ESTATES.APPROXIMATELY $10000-$30000 INCOME AND IT IS A SUB CHAPTER S CORP WITH ZERO EMPLOYEES. Estate of Eileen Farrell 725 Glen Cove Road, Glen Head, NY 11545. Began July 31, 2023. Handling the settlement of Eileen Farrells estate. Not investment related. distribute estate and pay expenses of estate. 2 hours will be spent during trading hours and I expect to have income of $10,000 with statutory commissions. Trustee on three trust accounts Patricia Lundy Family Trust FBO Aiden Lundy, Patrick Lundy & Connor Lundy 725 Glen Cove Ave, Glen Head NY 11545, Investment related, Trustee Power on Schwab Investment account, Started 7/23/24 5% of time will be spent, 3% during trading hours, Compensated $3,000 per trust
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-20 |
Reach out to this advisor