Best Investors
Account
Sign in
Best Investors
Account
Sign in
1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-14 |
| TX | RA | APPROVED | 2020-08-21 |
Branch Locations
565 Taxter Road Suite 625 6Th Floor, Elmsford, NY 10523 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Elmsford | NY | 06/2020 | Present |
| Mml Investors Services, Llc | Elmsford | NY | 06/2020 | Present |
| Skidmore College | Saratoga Springs | NY | 09/2016 | 06/2020 |
| Knopman Marks | New York | NY | 06/2019 | 09/2019 |
| Skidmore College | Saratoga Springs | NY | 09/2017 | 03/2020 |
| Gallagher Roofing | Croton On Hudson | NY | 06/2016 | 09/2016 |
(1) Name: Patrick Gallagher, Inv Rel: Y Addr: 565 Taxter Rd, Suite 625, Elmsford NY 10523, Nature: Outside Insurance, Position: Independent Insurance Agent, Start:10/04/2021, No Hr/Mo:5 No Hr/Mo Dur Trading:5, Duties: Life, Disability, Long-term care, Fixed annuities and Heath. (2) NAME: Patrick Gallagher & Associates Wealth Management LLC INV REL: Y ADD: Residential Address NATURE: LLC POSITION: Member/owner START DATE: 08/01/2023 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: Pay administrative support staff and manage associate expenses
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-07 |
Reach out to this advisor