Best Investors
Account
Sign in
Best Investors
Account
Sign in
4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-02-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Taconic Hills Csd | Craryville | NY | 11/2014 | 10/2016 |
| Catamount | Hillsdale | NY | 05/2017 | 12/2018 |
| Brookbeam Dental | Kingston | NY | 07/2018 | 01/2019 |
| Ayco, A Goldman Sachs Company | Latham | NY | 01/2019 | 10/2020 |
| Shade Tree Advisors | Saratoga | NY | 10/2020 | 01/2021 |
| Siena College | Loudonville | NY | 10/2016 | 05/2017 |
| Unemployed | Latham | NY | 01/2021 | 03/2021 |
| Gretchen Meyer Financial | Latham | NY | 04/2021 | 05/2022 |
| Cetera Financial Group | Latham | NY | 06/2020 | 08/2020 |
| Lpl Financial, Llc | Latham | NY | 04/2021 | 05/2022 |
| Rbc Capital Markets, Llc | Albany | NY | 08/2022 | 04/2023 |
| Td Private Client Wealth Llc | Latham | NY | 04/2023 | 02/2024 |
| Td Bank N.A. | Latham | NY | 04/2023 | 02/2024 |
| Key Investment Services Llc | Brooklyn | OH | 02/2024 | Present |
| Keybank | Rensselaer | NY | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-16 |
Reach out to this advisor