Best Investors
Account
Sign in
Best Investors
Account
Sign in
2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2022 | 06/2026 |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2021 | 05/2022 |
| The State University Of New York At Albany | Albany | NY | 08/2018 | 05/2022 |
| Guilderland Ymca | Guilderland | NY | 08/2021 | 06/2022 |
| Baldwinsville Central School District | Baldwinsville | NY | 09/2011 | 06/2018 |
| Pks Advisory | Albany | NY | 02/2024 | 07/2026 |
| Ae Financial Services, Llc | Topeka | KS | 07/2026 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 06/2026 | Present |
Advisors Excel; Yes Investment Related; 3102 Romaine Rd Cohoes, NY 12047; Sale of fixed & traditional insurance through various carriers; Agent; 9/1/2025; 1hr/Mo; 1hr/Mo during Securities Trading Hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-23 |
Reach out to this advisor