Best Investors
Account
Sign in
1712 Main Street Suite 400, Kansas City, MO 64108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-06-18 |
Branch Locations
One Bausch & Lomb Place, Rochester, NY 14604 • United States
1712 Main Street Suite 400, Kansas City, MO 64108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gamco Investors Inc. | Rye | NY | 08/2016 | 08/2018 |
| G.rEsearch, Llc | Rye | NY | 06/2019 | 01/2020 |
| Mount Kisco Memorial Pool | Mount Kisco | NY | 05/2014 | 09/2016 |
| Fordham University | Bronx | NY | 09/2015 | 05/2019 |
| Neuberger Berman | New York | NY | 03/2022 | 03/2024 |
| Gamco Investors | Rye | NY | 01/2020 | 06/2021 |
| Rutti Consulting | Pound Ridge | NY | 06/2021 | 03/2022 |
| Lincoln Financial Advisors Corp | Rochester | NY | 03/2024 | 01/2025 |
| Osaic Wealth, Inc. | Rochester | NY | 01/2025 | 03/2025 |
| Mutual Securities, Inc. | Camarillo | CA | 05/2025 | Present |
| Modern Wealth Management, Llc | Lenexa | KS | 05/2025 | Present |
1. Modern Wealth Management, Start Date: 05/27/2025, One Bausch & Lomb Place, Ste. 900, Rochester, NY 14604, LLC, RIA, Relationship Manager, Assist lead Wealth Advisors with client meetings, lead meetings with clients, prepare reports to present to clients, Investment Related, 150 Hours per month, 6 Hours per day during trading hours. 2. Independent Insurance Agent, Start Date: 06/01/2025, One Bausch & Lomb Place, Ste. 900, Rochester, NY 14604, Insurance Agent, Insurance Agent for Fixed Life Insurance, Insurance Agent, Insurance Agent for Fixed Life Insurance, Not Investment Related, 5 Hours per month, .25 Hours per day during trading hours. 3. Mutual Securities Group, Start Date: 05/27/2025, Camarillo, CA. Registered Representative, 150 hours per month, 6 hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-07 |
Reach out to this advisor