Best Investors
Account
Sign in
Best Investors
Account
Sign in
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-06-16 |
Branch Locations
255 Executive Drive, Suite 102, Plainview, NY 11803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Levitch & Kriegsman Llp | Plainview | NY | 06/1999 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2025 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2025 | Present |
| Ibn Financial Services, Inc. | Liverpool | NY | 06/2014 | 06/2025 |
1) LEVITCH & KRIEGSMAN LLP, 255 Executive drive, suite 102, Plainview NY 11803, 06/2025, OWNER, ACCOUNTING/BOOKKEEPING, 120 HR/MO - 100 HR/MO TRADING. 2) LG WEALTH MANAGEMENT, 255 Executive Dr. Suite 102 Winthrop Rd, Plainview NY 11803, 06/2025, Agent, Insurance/Benefits/Human Resources, NIR, 2 HR/MO, 2 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-10-25 |
| S65 | Uniform Investment Adviser Law Examination | 2010-01-06 |
Reach out to this advisor