Best Investors
Account
Sign in
Best Investors
Account
Sign in
1501 Pittsford Victor Road Suite 101, Victor, NY 14564 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-02 |
| CT | RA | APPROVED | 2024-04-24 |
| VT | RA | APPROVED | 2023-08-31 |
| FL | RA | APPROVED | 2023-07-14 |
| CA | RA | APPROVED | 2023-06-23 |
| NC | RA | APPROVED | 2023-06-19 |
| NY | RA | APPROVED | 2023-05-25 |
| TX | RA | APPROVED_RES | 2023-05-02 |
Branch Locations
1501 Pittsford Victor Road Suite 101, Victor, NY 14564 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsford | NY | 03/2002 | 08/2020 |
| Bank Of America,Na | Pittsford | NY | 11/2009 | 08/2020 |
| Tru Independence Asset Management 2, Llc | Portland | OR | 08/2020 | 04/2023 |
| Elevatus Wealth Management | Rochester | NY | 08/2020 | Present |
1. FINISH LINE INVESTORS LLC; NON-INVESTMENT RELATED; 39 VASSAR ST., ROCHESTER, NEW YORK 14607; LLC; OWNER; 4/1/2013; 1 HOUR(S) ANNUALLY;ZERO DEVOTED DURING TRADING HOURS; THE LLC IS SET UP FOR THE PURPOSE OF BUYING AND RACING HARNESS HORSES. THE HORSES WILL BE RACING AT BUFFALO & BATAVIA RACEWAY. 2. INSURANCE AGENT; INVESTMENT RELATED; VICTOR, NY; INSURANCE SALES; AGENT; 12/17; HOURS DEPENDENT ON CLIENT NEEDS; SERVICING CLIENTS WITH INSURACE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-24 |
Reach out to this advisor