Best Investors
Account
Sign in
Best Investors
Account
Sign in
4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-01-22 |
Branch Locations
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 |
|---|---|---|---|---|
| Sterling Manor Financial | Saratoga Springs | NY | 04/2006 | 05/2023 |
| Cadaret, Grant & Co., Inc. | Saratoga Springs | NY | 11/2009 | 05/2023 |
| Sterling Manor Financial Llc | Saratoga Springs | NY | 06/2016 | 05/2023 |
| Sterling Manor Financial, Llc | Saratoga Springs | NY | 07/2021 | 05/2023 |
| Key Investment Services Llc | Brooklyn | OH | 01/2024 | Present |
| Unemployed | Rhinebeck | NY | 05/2023 | 01/2024 |
1) BOARD OF ASSESSMENT REVIEW; POSITION: chair NATURE: review property owners' tax assessment grievances, render decisions. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 4 START DATE: 04/01/2013; ADDRESS: 80 E Market St., Rhinebeck NY 12572, United States; DESCRIPTION: statutory board member; 2) RHINEBECK CENTRAL SCHOOL DISTRICT BOARD OF EDUCATION; POSITION: president NATURE: Governance of district education INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2012; ADDRESS: 45 N Park Rd, Rhinebeck NY 12572, United States; DESCRIPTION: Governance of district education; 3) RHINEBECK DEMOCRATIC COMMITTEE; POSITION: treasurer NATURE: political PAC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2010 ADDRESS: 65 Livingston St, Rhinebeck NY 12572, United States; DESCRIPTION: pay bills, record donations, deposit donations, run adhoc reports
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-06 |
Reach out to this advisor