Best Investors
Account
Sign in
Best Investors
Account
Sign in
600 Airborne Pkwy Suite #120, Buffalo, NY 14225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-29 |
| MA | RA | APPROVED | 2020-09-09 |
Branch Locations
600 Airborne Pkwy Suite #120 Fax # 716-849-0144, Buffalo, NY 14225 • UNITED STATES
600 Airborne Pkwy Suite #120, Buffalo, NY 14225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&T Securities | Buffalo | NY | 06/2013 | 07/2020 |
| Trubee, Collins & Co, Inc | Buffalo | NY | 07/2020 | Present |
Investment Analytics, Inc. - Managing Director. 20 hours per month with 10 hours during trading hours. Investment Analytics Inc works with a small number of clients to provide consulting services for the development and ongoing review of Investment Programs. My duties include: development and analysis of Investment Policy Statements, Manager search and selection, and performance evaluation. I am responsible for attending quarterly client meetings and responding to client inquiries.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-31 |
Reach out to this advisor