Best Investors
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Account
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3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-01-02 |
Branch Locations
Stony Brook, NY • United States
3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Melville | NY | 05/2019 | 01/2021 |
| Nylife Securities Llc | Melville | NY | 09/2019 | 01/2021 |
| Lacrosse Unlimited | Hauppauge | NY | 01/2015 | 04/2017 |
| New York Yankees | Bronx | NY | 05/2017 | 10/2017 |
| Rocco's Pizza And Pasta | Saint James | NY | 10/2017 | 09/2018 |
| Stony Brook University | Stony Brook | NY | 09/2015 | 05/2017 |
| University Of Florida | Gainsville | FL | 09/2017 | 04/2019 |
| Lacrosse Unlimited | Hauppauge | NY | 09/2018 | 06/2019 |
| Hempstead Village Police Department | Hempstead | NY | 12/2020 | 07/2025 |
| Bison Wealth, Llc | Atlanta | GA | 12/2023 | Present |
| Center For Wealth Preservation | Syosset | NY | 08/2021 | 01/2024 |
| Westhampton Beach Police Department | Westhampton Beach | NY | 07/2025 | Present |
(1) 07/2025 Westhampton Beach Police Department; 165 Mill Road, Westhampton Beach, NY 11978; Non-Investment related; Police Officer; 120 hours per month; 0 hours during trading hours (Working 6pm-6am) (2) 8/2023 Independent Licensed insurance Agent; Investment Related; New York; Life Insurance (3) 1/2026 Roman Sanford; 3 Windmill Lane, Southampton, NY, 11968
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-29 |
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