Best Investors
Account
Sign in
Best Investors
Account
Sign in
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-02 |
| NY | RA | APPROVED | 2021-03-25 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bistro 135 | East Rochester | NY | 11/2007 | Present |
| Legend Equities Corporation | Palm Beach Gardens | FL | 06/2008 | 01/2017 |
| Legend Advisory Corproation | Palm Beach Gardens | FL | 07/2011 | 09/2019 |
| Lincoln Investment | Rochester | NY | 01/2017 | Present |
KERN WEALTH MANAGEMENT POSITION: Owner, Agent NATURE: S-Corp; Medicare, Insurance & Fixed Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 26 SECURITIES TRADING HOURS: 26 START DATE: 09/18/2015 ADDRESS: 35 Capstone Rise, Rochester NY 14625, United States DESCRIPTION: Enroll qualified individuals in medicare plans. Sales and service of insurance and fixed products.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-12-11 |
Reach out to this advisor