Best Investors
Account
Sign in
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 | 2024-06-14 |
Branch Locations
90 Linden Oaks Suite 100, Rochester, NY 14625 • 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 |
|---|---|---|---|---|
| Allied Cpas P.C. | Victor | NY | 08/2009 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 12/2013 | 02/2019 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 12/2013 | 02/2019 |
| Securities America, Inc. | Victor | NY | 02/2019 | 06/2024 |
| Securities America Advisors, Inc. | Victor | NY | 02/2019 | 06/2024 |
| Osaic Wealth, Inc. | Oneonta | NY | 06/2024 | Present |
| Osaic Wealth, Inc. | Oneonta | NY | 06/2024 | Present |
***Allied Financial Services, Inc. Position: Vice President Nature: Advisory Investment Related: Yes Hours: 500 Securities Trading Hours: 40 Start Date: 07/01/2009 Address: 6536 Anthony Drive Suite B, Victor NY 14564 ***APS, Inc. Position: Vice President Nature: APS, Inc. Investment Related: No Hours: 10 Securities Trading Hours: 10 Start Date: 07/01/2009 Address: 6536 Anthony Drive Suite B, Victor NY 14564 ***CCMI, Inc Position: outside accountant Nature: CCMI, Inc Investment Related: Yes Hours: 5 Securities Trading Hours: 5 Start Date: 04/01/1991 Address: 88 Middle Street, Geneva NY 14456 ***George W Kimble - executor of will Position: executor Nature: George W Kimble - executor of will Investment Related: No Hours: 0 Securities Trading Hours: 0 Start Date: 06/01/2005 Address: 6890 E. Sunrise Dr, Tucson AZ 85750 ***DBA: ALLIED FINANCIAL SERVICES INC ***ALLIED CPAS, P.C. POSITION: Partner NATURE: Accounting and tax services INVESTMENT RELATED: No NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 08/25/2020 ADDRESS: 6536 Anthony Drive Suite B, Victor NY 14564 DESCRIPTION: I am a partner and this was a name change for Tette & Ingersoll CPAs & Co. PC ***CCMI HOLDINGS LLC POSITION: Member NATURE: Building INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/01/2022 ADDRESS: 2939 State Route 14 North, Geneva NY 14456, United States DESCRIPTION: 20% owner in the real estate LLC that leases the business back to the business ***KIIS SERVICES LLC POSITION: Member NATURE: Real Estate Rental INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 11/01/2022 ADDRESS: 2608 Rabbit Run, Bloomfield NY 14469 DESCRIPTION: Rental Property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-26 |
Reach out to this advisor