Best Investors
Account
Sign in
5989 Big Tree Rd, Lakeville, NY 14480 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-04-20 |
| FL | RA | APPROVED | 2026-01-09 |
| TX | RA | APPROVED_RES | 2023-12-15 |
| NY | RA | APPROVED | 2023-09-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Five Star Bank | Rochester | NY | 05/2011 | Present |
| Lpl Financial Llc | Rochester | NY | 10/2013 | Present |
| Hnp Capital Llc | Rochester | NY | 08/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2003-02-20 |
Reach out to this advisor