Best Investors
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Best Investors
Account
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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-29 |
Branch Locations
500 Linden Oaks Suite 210, Rochester, NY 14625 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsford | NY | 10/2018 | 11/2019 |
| Midtown Athletic Club | Rochester | NY | 09/2016 | 10/2018 |
| Lento | Rochester | NY | 05/2016 | 09/2016 |
| Universal Protection Service | Rochester | NY | 03/2016 | 09/2016 |
| Chili's Grill And Bar | Victor | NY | 05/2016 | 09/2016 |
| Bank Of America, N.A. | Pittsford | NY | 11/2018 | 11/2019 |
| Hnp Capital, Llc | Rochester | NY | 11/2019 | 05/2023 |
| Lpl Financial Llc | Victor | NY | 12/2019 | 05/2023 |
| Five Star Bank | Victor | NY | 11/2019 | 01/2024 |
| Courier Capital Llc | Rochester | NY | 05/2023 | 01/2024 |
| Cobblestone Capital Advisors Llc | Rochester | NY | 01/2024 | 09/2025 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 09/2025 | Present |
Name: Rochester Young Professionals, Inc. Address: private residence, https://www.rochesteryp.org/ Not Investment Related Nature: Networking group Position/Title: Board of Directors Start: 02/01/2025 Hours/Month: 10 Hours during Market Hours: 1 Duties: participate in network
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-25 |
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