Best Investors
Account
Sign in
Best Investors
Account
Sign in
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-06 |
| PA | RA | APPROVED | 2022-08-10 |
Branch Locations
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corporation | Duncanville | PA | 12/2014 | 04/2018 |
| Ilg Private Wealth, Inc. | Oakdale | PA | 04/2018 | 08/2022 |
| Csenge Advisory Group | Duncansville | PA | 12/2014 | 04/2018 |
| Consolidated Portfolio Review Corp | Wesley Chapel | FL | 08/2022 | Present |
Life Insurance, LTC, Fixed and Indexed Annuities. Not investment related. Start date: 09/10/2022. Address: 2227 Menoher Blvd, Johnstown, PA, USA, 15905. Title: Agent. Duties: Discuss clients questions and needs for Life Insurance, Annuities and or Longterm Care Insurance if interested. Time spent during regular business hours: 10%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 2003-04-08 |
Reach out to this advisor