Best Investors
Account
Sign in
Best Investors
Account
Sign in
1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-02 |
| NY | RA | APPROVED | 2021-05-18 |
Branch Locations
765 Jefferson Road 3Rd Fl, Suite 310, Rochester, NY 14623 • 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 |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 09/1999 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 09/1999 | Present |
1. Consultant and Partner, MAPSTONE GROUP LLC. START DATE: 6/2000, 10-15 HRS/MONTH. 2. ROCHESTER PHILHARMONIC ORCHESTRA - RPO FUND, INC. BOARD MEMBER, Start Date 10/2/2009, 1 hour per month 3. Board Member Investment Committee Member, The Davenport-Hatch Foundation P.O. Box 124 Penfield, NY 14526, Start Date 9/23/2016, 8 hours per month 4. Executor of Estate for Jeffrey and Linda Mapstone. 5. Outside life settlements, Ashar Group 12/10/2024, 1hr/mon
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-11 |
Reach out to this advisor