Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-01-19 |
Branch Locations
1615 Northern Blvd Suite 304, Manhasset, NY 11030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Resources Group | Williston Park | NY | 03/2021 | 07/2021 |
| Sterling National Bank | Seaford | NY | 11/2018 | 03/2021 |
| Capital One Bank | Salisbury | NY | 01/2015 | 11/2018 |
| Lpl Financial Llc | Williston Park | NY | 07/2021 | 03/2023 |
| Sterling National Bank | Williston Park | NY | 07/2021 | 03/2023 |
| Financial Resources Group Investment Services, Llc | Williston Park | NY | 06/2021 | 07/2021 |
| Woodbury Financial Services Inc | Manhasset | NY | 03/2023 | 01/2024 |
| Osaic Wealth, Inc. | Manhasset | NY | 01/2024 | Present |
1. INSURANCE: POSITION: Insurance Agent NATURE: Provide insurance to clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 03/06/2023 ADDRESS: 1615 Northern Blvd, Suite 305, Manhasset NY 11030, United States DESCRIPTION: Provide insurance products to clients. 2. OAKFIELD WEALTH MANAGEMENT GROUP LLC POSITION: Contractor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/06/2023 ADDRESS: 191 Oakfield Avenue, Dix Hills NY 11746, United States DESCRIPTION: Financial Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-06 |
Reach out to this advisor