Best Investors
Account
Sign in
Best Investors
Account
Sign in
Rome, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investor Fan | Rome | NY | 12/2025 | 06/2026 |
| Gunther Wealth Management | Rome | NY | 01/2011 | 07/2024 |
| Unemployed | Rome | NY | 07/2024 | 01/2025 |
| Tendful Wealth Planning Llc | Rome | NY | 02/2026 | Present |
| Maes Consulting Llc | Utica | NY | 02/2025 | Present |
the name of the other business; MAES Consulting LLC whether the business is investment-related; Investment Related the address of the other business; 326 Broad Street Ste 131 Utica, NY 13501 the nature of the other business; Consulting your position; title, or relationship with the other business; Virtual paraplanner the start date of your relationship; January 2025 the approximate number of hours/month you devote to the other business; 25% of her time per month (40 hours per month) the number of hours you devote to the other business during securities trading hours; 25% of her time per month (40 hours per month) and briefly describe your duties relating to the other business; Updating Financial Plans, requesting information from Client data. Assisting advisor with gathering projections and planning scenarios.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-29 |
Reach out to this advisor