Best Investors
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Account
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500 108Th Avenue Ne Suite 1100, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-01-20 |
Branch Locations
Cowlesville, NY • United States
500 108Th Avenue Ne Suite 1100, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities | Williamsville | NY | 02/2015 | 03/2017 |
| Mml Investors Services, Llc | Williamsville | NY | 03/2017 | 08/2017 |
| Mml Investors Services, Llc | Williamsville | NY | 05/2018 | 07/2019 |
| Phillips Family Farm, Inc | North Collins | NY | 07/2017 | 07/2019 |
| Wells Fargo Clearing Services Llc | Orchard Park | NY | 07/2019 | 09/2019 |
| Mass Mutual Life Insurance Company | Williamsville | NY | 01/2015 | 03/2020 |
| Mml Investors Services, Llc | Williamsville | NY | 10/2019 | 03/2020 |
| Wells Fargo Advisors Financial Network, Llc | Buffalo | NY | 03/2020 | 01/2021 |
| Park Avenue Securities | Lawrence | NY | 05/2021 | 01/2022 |
| Guardian Life Insurance Company | Lawrence | NY | 04/2021 | 12/2021 |
| Consilio Wealth Advisors, Llc | Cowesville | NY | 11/2021 | Present |
1) INSURANCE SALES; INVESTMENT RELATED; SAME ADDRESS; INDEPENDENT INSURANCE PROFESSIONAL; 09/2023; MRS. PHILLIPS SPENDS APPROXIMATELY 5% OF HER TIME PER MONTH IN THIS CAPACITY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-07 |
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