Best Investors
Account
Sign in
One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-03-24 |
| NY | RA | APPROVED | 2025-03-24 |
| TX | RA | APPROVED | 2025-03-24 |
| UT | RA | APPROVED | 2025-03-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsford | NY | 05/2020 | 11/2022 |
| Binghamton University | Binghamton | NY | 08/2016 | 05/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsford | NY | 06/2019 | 08/2019 |
| Oak Hill Country Club | Pittsford | NY | 05/2018 | 08/2018 |
| Oak Hill Country Club | Pittsford | NY | 05/2017 | 08/2017 |
| Bank Of America N.A. | Pittsford | NY | 08/2020 | 11/2022 |
| Fidelity Investments | Salt Lake City | UT | 12/2022 | 03/2025 |
| Voya Financial Advisors | Windsor | CT | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-09 |
Reach out to this advisor