Best Investors
Account
Sign in
Best Investors
Account
Sign in
15 Halton Green Way, Greenville, SC 29607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-02-04 |
Branch Locations
520 White Plains Road #500, Tarrytown, NY 10591 • United States
15 Halton Green Way, Greenville, SC 29607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Preparing For New Position | Ossining | NY | 09/2016 | 03/2017 |
| Quest Capital Strategies, Inc. | Lake Forest | CA | 03/2017 | 12/2019 |
| Sa Stone Wealth Management Inc. | Birmingham | AL | 12/2019 | 07/2020 |
| Sa Stone Investment Advisors Inc. | Birmingham | AL | 12/2019 | 07/2020 |
| Pfs Investments Inc. | Briarcliff Manor | PA | 07/2020 | 08/2023 |
| Primerica Advisors | Briarcliff Manor | NY | 06/2020 | 08/2023 |
| Unemployed | Ossining | NY | 10/2016 | 03/2017 |
| Quest Capital Strategies, Inc. | Laguna Hills | CA | 04/2017 | 12/2019 |
| Cpr Investments Inc. | Rochester | MI | 08/2023 | 02/2025 |
| Cpr Financial Group Llc | Rochester | MI | 08/2023 | 02/2025 |
| Vic Llc | Austerlitz | NY | 01/1996 | 10/2024 |
| 6 Fold Llc | Austerlitz | NY | 01/1996 | Present |
| Discipline Wealth Solutions, Inc. | Greenville | SC | 02/2025 | Present |
INSURANCE AGENT- INVESTMENT RELATE; TARRYTOWN, NY, INSURANCE SALES, AGENT, 2009, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-24 |
Reach out to this advisor