Best Investors
Account
Sign in
200 Parkway Drive South Suite 200, Hauppauge, NY 11788 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-03 |
Branch Locations
200 Parkway Drive South Suite 200, Hauppauge, NY 11788 • United States
36-36 33Rd St., Suite 100, Astoria, NY 11106 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 09/2016 | 12/2016 |
| Bk Accountants Cpas | Sunnyside | NY | 01/2016 | 11/2017 |
| Hd Vest Investment Services | Sunnyside | NY | 12/2016 | 05/2018 |
| Hd Vest Advisory Services | Sunnyside | NY | 12/2016 | 05/2018 |
| Hd Vest Insurance Agency | Sunnyside | NY | 12/2016 | 05/2018 |
| Bb Tax & Advisory Inc. Dba Ny Tax Doctors | Sunnyside | NY | 11/2017 | 12/2025 |
| Lebenthal Global Advisors, Inc. | Astoria | NY | 08/2019 | Present |
| Lebenthal Financial Services, Inc. | Astoria | NY | 05/2019 | Present |
| Bba Accounting Advisors Llc | Astoria | NY | 01/2026 | Present |
(1) Licensed Independent Insurance Producer; Crump Life Insurance; Investment-Related; Melville, NY; Life Insurance; Start date: 06/2011; 5 hours per month. (2) Lebenthal Financial Services Inc.; Investment-Related; Sunnyside, NY; Registered Representative; Start Date: 05/2019. (3) Lebenthal Global Advisors, LLC; Investment-Related; Sunnyside, NY; Investment Adviser Representative; Start Date: 08/2019. (4) BBA Accounting Advisors PLC Not Investment-Related; Sunnyside, NY; Accounting Services/Tax Preparation; President & Owner; Start Date: 11/16/2017; Approximately 120hrs per month; Tax Preparation, Bookkeeping & Tax Relief. (5) Knickerbocker Laundry Services LLC; Not Investment-Related; 192 Knickerbocker Avenue, Brooklyn, NY 11237; Start date: 10/2022; 50% owner; Approximately 40 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-28 |
Reach out to this advisor