Best Investors
Account
Sign in
Best Investors
Account
Sign in
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-05-12 |
| PA | RA | APPROVED | 2022-05-12 |
Branch Locations
1040 Pittsford Victor Rd, Pittsford, NY 14534 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suny Brockport | Brockport | NY | 08/2013 | 01/2017 |
| New York Life Insurance Co | Fairport | NY | 06/2016 | 02/2018 |
| Nylife Securities Llc | Fairport | NY | 08/2016 | 02/2018 |
| Citizens Bank | Rochester | NY | 02/2018 | 08/2019 |
| Citizens Securities, Inc | Rochester | NY | 03/2018 | 08/2019 |
| Ameriprise Financial Services, Inc | Rochester | NY | 08/2019 | 05/2022 |
| Wealth Enhancement Group | Pittsford | NY | 05/2022 | Present |
| Wealth Enhancement Advisory Services | Pittsford | NY | 05/2022 | Present |
Wealth Enhancement Group DBA Wealth Enhancement Advisory Services - Pittsford, NY - investment related - 0 hours CFA Society of Rochester - Non-Investment Related - Board Position/Officer - Director - Start Date: 08/2026 - 4 Hours Spent Per Month, 0 Hours Spent During Trading Hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-19 |
Reach out to this advisor