Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-10-11 |
Branch Locations
490 Wheeler Road Ste 265, Hauppauge, NY 11788 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Twin Forks Tax & Accounting Service | Riverhead | NY | 10/2007 | Present |
| Dk Planners Llc | Riverhead | NY | 08/2005 | Present |
| American Portfolios Financial Services | Riverhead | NY | 01/2009 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. TWIN FORKS TAX & ACCOUNTING - 420 OSBORNE AVE, RIVERHEAD, NY TAX RETURN PREPARATION, 35 HRS/WEEK 2. DK PLANNERS - 420 OSBORNE AVE, RIVERHEAD, NY TAX RETURN PREPARATION, 5 HRS/WEEK 3. TWIN FORKS ACCOUNTING CORP. TAX PREPARATION. NOT SECURITIES RELATED. START DATE 6/1/14. PRESIDENT, 51% OWNERSHIP. 64 HOURS DEVOTED PER MONTH, 64 HOURS DURING MARKET HOURS. 4. MAGII INC. REGISTERED ASSISTATN. SECURITIES RELATED. START DATE 1/1/15. SERVICING OF CLIENT ACCOUNTS. 30 HOURS DEVOTED PER MONTH, 30 HOURS DURING MARKET HOURS. 5. DK PLANNERS LLC POSITION: Managing Member NATURE: Structed as an LLC INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 1 START DATE: 09/15/2007 ADDRESS: 223 Wall Street, #392, Huntington NY 11743, United States DESCRIPTION: Tax prep business 6. NYU POSITION: Adjunct Professor NATURE: Teaching graduate students INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 09/06/2023 ADDRESS: 20 West 43rd St, New York NY 10036, United States DESCRIPTION: Teaching and grading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-08-14 |
Reach out to this advisor