Best Investors
Account
Sign in
Best Investors
Account
Sign in
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-06-02 |
| NY | RA | APPROVED | 2026-05-01 |
Branch Locations
133 Rue De Ville, Rochester, NY 14618 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities | Rochester | NY | 06/2015 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Rochester | NY | 07/2016 | 11/2023 |
| Mml Investors Services, Llc | Rochester | NY | 03/2017 | 11/2023 |
| Ameriprise Financial Services, Llc | Rochester | NY | 11/2023 | 04/2026 |
| Steward Partners Global Advisory, Llc | Rochester | NY | 05/2026 | Present |
| Steward Partners Investment Advisory, Llc | Rochester | NY | 05/2026 | Present |
| Steward Partners Investment Solutions, Llc | Rochester | NY | 05/2026 | Present |
CNMK Operational Support LLC; paraplanner; Wealth management and financial planning; 133 Rue De Ville, , Rochester, NY, 14618; Investment-Related; 11/17/2023; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-27 |
Reach out to this advisor