Best Investors
Account
Sign in
Best Investors
Account
Sign in
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-21 |
| NY | RA | APPROVED | 2025-02-19 |
Branch Locations
140 Allens Creek Rd., Ste. 110, Rochester, NY 14618 • 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 |
|---|---|---|---|---|
| David B. Mirsky, Cpa/Pfs,Cfp®,Cma | Pittsford | NY | 06/1995 | Present |
| John G. Ullman & Assoc., Inc. | Corning | NY | 12/1990 | 04/2023 |
| Mirsky Financial Management Corp. | Rochester | NY | 07/1999 | 11/2021 |
| Leigh Baldwin & Co., Llc | Cazenovia | NY | 09/2011 | 03/2023 |
| Mercer Global Advisors | Rochester | NY | 12/2021 | 03/2023 |
| Cambridge Investment Research Inc. | Fairfield | IA | 02/2025 | Present |
| Cambridge Investment Research Advisors Inc. | Fairfield | IA | 02/2025 | Present |
| Nazareth University | Pittsford | NY | 08/2023 | 12/2023 |
| Rochester Institute Of Technology | Rochester | NY | 08/2023 | 12/2025 |
1. DAVID B. MIRSKY, ROCHESTER NY 14610, United States, 02/13/2025, Agent, Insurance/Benefits/Human Resources, INV REL, 5 HR/MO - 1 HR/MO TRADING 2. FOCUSED WEALTH ADVISORS LLC, 140 ALLENS CREEK ROAD, SUITE 110, ROCHESTER NY 14618, United States, 02/13/2025, IAR, RIA Affiliation, INV REL, 50 HR/MO - 40 HR/MO TRADING 3. DAVID B. MIRSKY, CPA/PFS, CFP, CMA, ROCHESTER NY 14610-1609, United States, 02/13/2025, Certified Public Accountant, Tax Services, NIR, 10 HR/MO - 8 HR/MO TRADING 4. GREEN TECH ROCHESTER SCHOOL FOR BOYS, ROCHESTER NY 14620, United States, 02/13/2025, Board Trustee, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 3HR/MO - 0 HR/MO TRADING 5. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 02/2025 6. JEWISH FAMILY SERVICES OF ROCHESTER, 255 East Ave., Suite 201, Rochester, NY 14604, 07/2026, Treasurer, Volunteer, INV REL, 4 HR/MO, 0 HR/MO TRADING 7. THE TUDORS HOMEOWNERS' ASSOCIATION, INC., 1491 East Ave, Rochester NY 14610, United States, 09/2025, Treasurer, Volunteer, NIR, 1 HR/MO - 0 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-13 |
Reach out to this advisor