Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-18 |
| NY | RA | APPROVED | 2024-02-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Siena College | Latham | NY | 09/2013 | 05/2017 |
| Devoe's Rainbow Orchard | Halfmoon | NY | 04/2011 | 10/2017 |
| Sefcu Mortgage Services | Albany | NY | 05/2015 | 08/2017 |
| Sefcu Mortgage Services | Albany | NY | 08/2017 | 05/2018 |
| State Employee Federal Credit Union | Albany | NY | 05/2018 | 11/2019 |
| Catholic Central Hs | Troy | NY | 09/2007 | 06/2018 |
| Lpl Financial Llc | Albany | NY | 07/2018 | 12/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Latham | NY | 03/2022 | Present |
| Commercial Lending Advisors | Albany | NY | 12/2019 | 03/2022 |
I*1839266, Entity Type,For Profit Name of OBA: DeVoe's Rainbow DelightAdress,Clifton Park,NY,12065 Investment Related: noPosition, Title, Association:EmployeeEmployee Start Date: 05/21/2024No Hours: 2 WEEKLYNo Hours during trading:0 Duties:Help customers and take orders
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-31 |
Reach out to this advisor