Best Investors
Account
Sign in
Best Investors
Account
Sign in
305 Spindrift Drive, Williamsville, NY 14221 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-11 |
Branch Locations
305 Spindrift Drive, Williamsville, NY 14221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Project Teach | Buffalo | NY | 02/2020 | Present |
| Buffalo Medical Group | Williamsville | NY | 01/2021 | 11/2024 |
| University At Buffalo Primary Care Research Institute | Buffalo | NY | 06/2022 | 07/2024 |
| T.K. Valet | Buffalo | NY | 08/2017 | 02/2020 |
| Joe Basil Chevrolet | Lancaster | NY | 04/2016 | 02/2018 |
| Lancaster Central High School | Lancaster | NY | 09/2013 | 06/2017 |
| Erie Community College | Williamsville | NY | 09/2017 | 12/2017 |
| University Of Buffalo | Amherst | NY | 01/2018 | 02/2023 |
1)Project Tech - Service Coordinator-University Psychiatric Practice; Approx 60 Hours a month during trading hours; Approx 5 hours a week during trading hours. 2) The Financial Guys - Wealth Manager; Financial Business DBA for financial business. 3) Independent Solutions Wealth Management, LLC; IAR; Start Date: 09/2025; 28 hours a week
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-14 |
Reach out to this advisor