Best Investors
Account
Sign in
278 Mill Street Suite 301, Poughkeepsie, NY 12601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-09-02 |
Branch Locations
278 Mill Street Suite 301, Poughkeepsie, NY 12601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marshall & Sterling Wealth Advisors, Inc. | Poughkeepsie | NY | 10/2013 | Present |
| The Orvis Company | Millbrook | NY | 11/2004 | 12/2016 |
Name: Insurance, Investment Related: No, Address: Same address, Nature: Business, Position: Agent, Title: Agent, Start Date: 12/23/2016, Number of Hours: Approximately 10 hours a month during market hours, Duties: Insurance Sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-16 |
Reach out to this advisor