Best Investors
Account
Sign in
Best Investors
Account
Sign in
200 International Drive, Williamsville, NY 14221 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-02-12 |
Branch Locations
200 International Drive, Williamsville, NY 14221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dopkins Wealth Management, Llc | Williamsville | NY | 10/2024 | 03/2025 |
| Bbx, Inc. | Lockport | NY | 10/2014 | 10/2024 |
| Dopkins Wealth Management, Llc | Williamsville | NY | 03/2025 | Present |
1) Lewis Family Partnership, 7310 Chestnut Ridge Road, Lockport, NY 14094 | Non-Investment Related | Member (Not Active) | Start Date: 01/2007 - Present | Devotes 0 hours per month to this activity. 2) Loon Woods, LLC, 590 Campbell Boulevard, Getzville, NY 14068 | Non-Investment Related | Owner | Woodworking | Start Date: 05/2020 - Present | Devotes 10 hours per month to this activity, 0 of which are during securities trading hours. 3) Relco Systems, Inc., 7310 Chestnut Ridge Road, Lockport, NY 14094 | Non-Investment Related | Consultant/Project Management | Start Date: 01/2014 - Present | Devotes 10 hours per month to this activity, 0 of which are during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-11 |
Reach out to this advisor