Best Investors
Account
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Best Investors
Account
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6195 West Quaker Street, Orchard Park, NY 14127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-25 |
Branch Locations
6195 West Quaker Street, Orchard Park, NY 14127 • United States
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-05-11 |
Branch Locations
6195 West Quaker Street, Orchard Park, NY 14127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Rochester | Rochester | NY | 06/2018 | 06/2019 |
| Key Bank | Webster | NY | 09/2017 | 05/2018 |
| Walt Disney | Orlando | FL | 05/2017 | 08/2017 |
| Suny-Fredonia | Fredonia | NY | 08/2015 | 05/2017 |
| Trg Capital Management | Raleigh | NC | 07/2019 | 01/2021 |
| Equitable Advisors, Llc | New York | NY | 02/2021 | 04/2022 |
| Commonwealth Financial Network | Waltham | MA | 04/2022 | Present |
| Moldenhauer & Associates | Orchard Park | NY | 04/2022 | Present |
Fixed insurance sales (Some through CES); Located at 6195 West Quaker Street Orchard Park, NY 14127, as of 4/21/2022; 10% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-01-28 |
| S65 | Uniform Investment Adviser Law Examination | 2019-06-19 |
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