Best Investors
Account
Sign in
Best Investors
Account
Sign in
1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-04-04 |
Branch Locations
1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States
5214 Main Street Suite 200, Williamsville, NY 14221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Specific Solutions, Inc. | Williamsville | NY | 01/2011 | 03/2025 |
| Lpl Financial, Llc | Orchard Park | NY | 07/2020 | 03/2025 |
| Silver Grove Advisory Services | Orchard Park | NY | 05/2021 | 03/2025 |
| Peak Brokerage Services, Llc | Jupiter | FL | 03/2025 | Present |
| Blackridge Asset Management, Llc | Jupiter | FL | 02/2025 | Present |
1) Business activity: College Planning/Financial Aid Help; Business entity: Send Your Kids to College; Address: Williamsville, NY; Duties of Position: Financial Aid Form prep help; Title: College Consultant; Start Date: 04/25; Approx. # of hours per month spent on activity: 10; Approx. # of hours spent during trading hours: 0 2) Business Activity: Fixed Insurance Sales; Business entity: Alexander J. Long; Address: Williamsville, NY; Duties of Position: Sell Fixed Insurance Products; Title: Insurance Broker; Start Date: 2012; Approx. # of hours per month spent on activity: 5; Approx. # of hours during trading hours: 5 3) Peak Financial Planning; DBA For Financial Planning; Approx # 40 hours during normal trading hours per month; no compensation received
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-28 |
Reach out to this advisor