Best Investors
Account
Sign in
400 Sterling Drive, Orchard Park, NY 14127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-23 |
Branch Locations
400 Sterling Drive, Orchard Park, NY 14127 • United States
3200 Niagara Falls Boulevard , North Tonawanda, NY 14120 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Company | Amherst | NY | 01/2014 | 04/2019 |
| Mml Investors Services Llc | Amherst | NY | 01/2014 | 05/2019 |
| Lpl Financial, Llc | North Tonawanda | NY | 05/2019 | Present |
| Silver Grove Advisory Services | North Tonawanda | NY | 05/2019 | Present |
| Jackson Hewitt Tax Service | Amherst | NY | 02/2021 | 04/2021 |
1)05/03/2019 - Music - Bagpipes - Business Owner - occasionally hired to play bagpipes for special events. Weddings, funerals, etc - non-inv rel - out of residential address - start: 01/1/2002 - 2 hr/mth. 2)05/03/2019 - JBM Health and Wealth Consulting LLC - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 03/15/2019 - 190 hr/mth 130 during trading 3)05/03/2019 - JBM Health and Wealth Consulting LLC - Property and Casualty - inv rel - At reported business location(s) - start: 06/012014 - 2 hr/mth 1 during trading 4)05/03/2019 - Resource Health Advisors of New York State LLC - Insurance Agency - inv rel - At reported business location(s) - start: 08/01/2018 - 8 hr/mth 4 hr during trading 5) 5/14/2019 - SILVER GROVE FINANCIAL GROUP, INC. - DBA: (Hybrid) Silver Grove Advisory Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 05/01/2019 - 120 Hours Per Month/30 Hours During Securities Trading - Time Spent 40% - I provide investment advisory services through Silver Grove Financial Group, Inc., an independent investment advisor firm. I started this business activity in 05/2019. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 07/16/2025 - JBM Health & Wealth Consulting, LLC - Insurance Agency - Inv Rel - At Reported Business Location(s) - Start date: 06/16/2025 - 4hr/mnth 2 hr during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-17 |
Reach out to this advisor