Best Investors
Account
Sign in
1630 Empire Blvd. Suite 100, Webster, NY 14580 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-09-13 |
Branch Locations
10 Office Parkway Suite 200, Pittsford, NY 14534 • United States
1630 Empire Blvd. Suite 100, Webster, NY 14580 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Pittsford | NY | 02/2019 | 10/2020 |
| Genesee Regional Bank | Pittsford | NY | 12/2017 | 05/2019 |
| Fairport Savings Bank | Fairport | NY | 10/2012 | 12/2017 |
| Prudential | Pittsford | NY | 05/2019 | 10/2020 |
| Cetera Advisors Llc | St Cloud | MN | 10/2020 | 10/2025 |
| Bright Futures Wealth Management, Llc | Pittsford | NY | 10/2020 | Present |
| Rochester Wealth Partners | Pittsford | NY | 10/2020 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | 10/2025 |
| Silver Oak Securities, Inc. | Jackson | TN | 11/2025 | Present |
1. Rochester Wealth Partners, Is Investment Related,"10 Office Park Way, Ste 200, Pittsford, NY, 14534, United States", DBA for Independent Financial Professional,Owner,10/1/2020,160 hours per month,120 hours per month during trading hours, Commission Compensation, DBA for independent financial advisor 2. Notable Networks, Is Not Investment Related,"10 Office Park Way, Suite 200, PITTSFORD, NY, 14534, United States",Networking,Networking,6/1/2019,6 hours per month,0 hours per month during trading hours, Commission Compensation, Networking Group to increase business 3. Bright Futures Wealth Management,Is Investment Related,"10 Office Park Way, Suite 200,, PITTSFORD, NY, 14534, United States", Investment Advisor, Investment Advisor Representative,10/1/2020,160 hours per month,120 hours per month during trading hours, Fee Based Compensation, Investment Advisor Representative for independent RIA 4. Fixed Insurance,Is Not Investment Related,"10 Office Park Way, Suite 200, Pittsford, NY 14534, PITTSFORD, NY, 14534, United States",Fixed Insurance,Fixed Insurance,6/1/2019,1 hours per month,0 hours per month during trading hours,Commission Compensation,"Writing Fixed Insurance products, including term life insurance, fixed indexed annuities and/or fixed annuities with different IMO's" 5. Equimark East,Is Investment Related,"1630 Empire Blvd, , Webster, NY, 14580, United States",Investment Advisor,Investment Advisor Representative,8/1/2022,40 hours per month,2 hours per month during trading hours,Salary Compensation,"Provide financial planning and investment advisory services to clients of Bright Futures, working as a partner and employee for the book of a retired planner."
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2019-05-02 |
Reach out to this advisor