Best Investors
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Account
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112 Albany Street, Cazenovia, NY 13035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-02-25 |
| PA | RA | APPROVED | 2021-01-15 |
Branch Locations
Liberty Square 100 East Seneca Street Suite 200, Manlius, NY 13104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Syracuse | NY | 03/2017 | 08/2017 |
| Morgan Stanley | Syracuse | NY | 08/2017 | 12/2020 |
| Massmutual | Plymouth Meeting | PA | 05/2016 | 03/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 10/2017 | 12/2020 |
| Leigh Baldwin & Co., Llc | Cazenovia | NY | 01/2021 | Present |
9/2018- Board Member Girls on the Run Upstate NY; help with fundraising and organize event, non investment related; 20-30 hrs/year, aprox 10 hrs/year during market hours; no ownership. 4/2021- Teaching night courses at MainLine School Night (web); non investment related, though investment topics are covered; aprox 10 hrs per year during non market hours; no ownership. 5/2023- Board Member Manlius Pebble Hill School; review budget/ school activities; non investment related; 1-5 hrs/month, aprox 1-2/ month during market hours; no ownership.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-18 |
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