Best Investors
Account
Sign in
Best Investors
Account
Sign in
Saratoga Springs, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-09-16 |
| NY | RA | APPROVED | 2024-07-11 |
| TX | RA | APPROVED | 2024-07-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Student | Utica | NY | 05/2014 | 05/2021 |
| Northwestern Mutual | New Hartford | NY | 11/2019 | 03/2020 |
| Suny Delhi College Golf Course | Delhi | NY | 05/2021 | 11/2021 |
| Unemployed | Delhi | NY | 12/2021 | 02/2022 |
| Knight Strategic Wealth | Fort Lauderdale | FL | 03/2022 | 11/2023 |
| Lifegoal Investments, Llc Fka Lifegoal Wealth Advisors Llc | Saratoga Springs | NY | 01/2024 | Present |
| Lifegoal Investments, Llc Fka Lifegoal Wealth Advisors Llc | Saratoga Springs | NY | 05/2024 | Present |
| Maxwell Hulbert, Sole Proprietor | Saratoga Springs | NY | 04/2022 | Present |
| Lifegoal Lending Llc | Saratoga Springs | NY | 10/2024 | Present |
(1)Maxwell Hulbert, Sole Proprietor; Saratoga Springs, NY; Investment Related; Insurance Agent; Fixed Insurance Sales; 0 hours spent during the month; 0 hours spent during securities trading hours; Started 04/2022. (2) LifeGoal Lending LLC; No; Saratoga Springs, NY; Director of Lawyer Relations; 10/2024; 5% of time on this business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-14 |
Reach out to this advisor