Best Investors
Account
Sign in
Best Investors
Account
Sign in
290 Woodcliff Drive, Fairport, NY 14450 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-02 |
| OH | RA | APPROVED | 2025-04-16 |
| NY | RA | APPROVED | 2025-04-15 |
| TX | RA | APPROVED | 2025-04-15 |
Branch Locations
290 Woodcliff Drive, Fairport, NY 14450 • United States
150 Second Ave. North, Suite 800, St. Petersburg, FL 33701 • United States
St. Petersburg, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waldron Private Wealth | Bridgeville | PA | 06/2020 | 12/2021 |
| Pnc Bank | Pittsburgh | PA | 05/2019 | 08/2019 |
| Massmutual | Pittsburgh | PA | 05/2018 | 05/2019 |
| Edgewood Country Club | Pittsburgh | PA | 07/2015 | 05/2018 |
| Duquesne University | Pittsburgh | PA | 08/2016 | 05/2020 |
| Waldron Private Wealth | Bridgeville | PA | 09/2019 | 06/2020 |
| Waldron Private Wealth | Bridgeville | PA | 12/2021 | 12/2023 |
| Waldron Private Wealth | Bridgeville | PA | 01/2023 | 03/2025 |
| Manning & Napier | St. Petersburg | FL | 04/2025 | Present |
EMPLOYEE AND REGISTERED INVESTMENT ADVISOR REPRESENTATIVE OF MANNING & NAPIER ADVISORS, LLC, AN AFFILIATED REGISTERED INVESTMENT ADVISOR
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-07-31 |
| S65 | Uniform Investment Adviser Law Examination | 2020-10-31 |
Reach out to this advisor