Best Investors
Account
Sign in
Best Investors
Account
Sign in
1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-14 |
| TX | RA | APPROVED_RES | 2020-05-14 |
Branch Locations
400 Meridian Centre Suite 101, Rochester, NY 14618 • United States
Webster, NY • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Rochester | NY | 03/2017 | Present |
| Massachusetts Mutual Life Insurance Company | Rochester | NY | 07/2016 | Present |
| Msi Financial Services, Inc. | Rochester | NY | 06/2005 | 03/2017 |
Name: KAFL Inv rel: Y Add: 400 Meridian Centre Suite 101 Rochester NY 14618 Nature: Individual Life - Products not available through BD, ie LTC Position: Sales Start date: 04/01/2019 No. HR/MO: 1 No. HR/MO during sec trading: 1 Describe duties: I used KAFL for one LTC Insurance sale
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-12-01 |
Reach out to this advisor