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 | 2025-10-30 |
Branch Locations
6536 Anthony Drive Suite D, Victor, NY 14564 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Rochester | NY | 11/2021 | 12/2024 |
| Gap Inc | East Amherst | NY | 03/2021 | 06/2021 |
| University At Buffalo | Buffalo | NY | 06/2019 | 06/2023 |
| Victor Senior Highschool | Victor | NY | 06/2015 | 06/2019 |
| Lincoln Financial Advisors Corporation | Rochester | NY | 07/2018 | 02/2020 |
| Not Applicable | Victor | NY | 12/2024 | 06/2025 |
| Bc Navigator Financial Llc | Victor | NY | 06/2025 | Present |
| Osaic Wealth, Inc | Victor | NY | 10/2025 | Present |
1. SYDNEY CHARLETON/CREATIVE WEALTH STRATEGIES POSITION: Agent NATURE: Solicit insurance to prospects with a need. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/01/2024 ADDRESS: 6536 Anthony Drive, Suite D, Victor NY 14564, United States DESCRIPTION: Solicit insurance to clients/prospects with a need.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-10 |
Reach out to this advisor