Best Investors
Account
Sign in
Best Investors
Account
Sign in
1703 Monroe Avenue, Rochester, NY 14618 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-03-31 |
| NY | RA | APPROVED | 2022-01-19 |
| NC | RA | APPROVED | 2022-01-19 |
| OH | RA | APPROVED | 2022-01-19 |
Branch Locations
8936 Northpointe Executive Park Drive Suite 240/260, Huntersville, NC 28078 • United States
1703 Monroe Avenue, Rochester, NY 14618-1487 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Liberty Financial Solutions | Charlotte | NC | 09/2020 | Present |
| Mbbg Real Estate | Charlotte | NC | 07/2013 | Present |
| E.K. Riley Investments, Llc | Seattle | WA | 06/2016 | 09/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 09/2020 | 03/2021 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2020 | 03/2021 |
| Cadaret, Grant & Co., Inc. | Charlote | NC | 01/2021 | 06/2021 |
| Brighton Securities Corp | Rochester | NY | 06/2021 | Present |
1) MBBG, 11118 Travis Gulch Dr, Charlotte, NC 28277 RENTAL INCOME PROPERTY, PRESIDENT, 7/5/2013, NIR, 2/MO- 0/TRADING 2) LIBERTY FINANCIAL SOLUTIONS, DBA,11118 Travis Gulch Dr, Charlotte, NC 28277 BUSINESS NAME, FINANCIAL ADVISOR/PRESIDENT, 09/11/20, INV REL, 50 HOURS PER MONTH- 40/MARKET HOURS. 3) INSURANCE SALES: FIXED ANNUITIES, LIFE/HEALTH AND LTC, 7420 N REA PARK LANE, #4213, CHARLOTTE, NC, SINCE 9/11/20, THROUGH LIBERTY FINANCIAL SOLUTIONS, 5 HOURS PER MONTH, 5 DURING MARKET, INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-17 |
Reach out to this advisor