Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-08-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Hamburg | NY | 08/2002 | 02/2021 |
| Commonwealth Financial Network | Waltham | MA | 02/2021 | 08/2025 |
| Custom Wealth Strategies | Depew | NY | 02/2021 | Present |
| Raymond James Financial Services Inc. | Depew | NY | 08/2025 | Present |
| Raymond James Financial Services Advisors Inc. | Depew | NY | 08/2025 | Present |
| Custom Wealth Strategies | Depew | NY | 02/2021 | Present |
(1) Custom Wealth Strategies not investment related Depew, NY DBA/Support Company Advisor start date: 02/2021 0 hrs per month 0 during trading hours (2) Custom Wealth Strategies investment related Depew, NY Insurance product sales Agent start date: 02/2021 4 hrs per month 4 during trading hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-12-06 |
Reach out to this advisor