Best Investors
Account
Sign in
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-05-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Total Wealth Planing Llc | Melville | NY | 07/2011 | Present |
| Woodbury Financial Services, Inc. | Hauppauge | NY | 10/2014 | 03/2022 |
| Lpl Financial Llc | Hauppauge | NY | 03/2022 | 05/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2024 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2024 | Present |
1) TOTAL WEALTH PLANNING, 140 ADAMS AVENUE SUITE A8 HAUPPAUGE NY, 05/2024, OWNER, DBA, INV REL, 160 HR/MO 140 HR/MO TRADING 2) DOMINIC V PRIVITERA, 140 ADAMS AVENUE SUITE A8 HAUPPAUGE NY, 05/2024, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE AGENCIES, INV REL, 4 HR/MO 4 HR/MO TRADING 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO 40 HR/MO TRADING 4) OBA NAMENISOCH, LLC, 140 Adams Avenue, Suite A8, Hauppauge NY 11788, 02/2023, Owner, Real Estate, NIR, 0 HR/MO, 0 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-01-31 |
| S66 | Uniform Combined State Law Examination | 2007-02-09 |
Reach out to this advisor