Best Investors
Account
Sign in
1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-03-26 |
| CT | RA | APPROVED | 2022-05-09 |
| NJ | RA | APPROVED | 2022-05-09 |
| NY | RA | APPROVED | 2022-05-09 |
Branch Locations
1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
324 So. Service Road, Melville, NY 11747 • United States
Holbrook, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Community Bank | Westbury | NY | 01/2015 | 04/2022 |
| Td Bank N.A. | Melville | NY | 04/2022 | Present |
| Td Private Client Wealth Llc | Melville | NY | 04/2022 | Present |
| Lpl Financial Llc | Charlotte | NC | 01/2015 | 04/2022 |
1. 8/2/2018 - So Many Ways Music - Not Investment Related - 48 Normandy Dr. Holbrook, NY 11741 - Other-Business Owner - Start Date:03/01/2018 - 0 Hours Per Month/0 Hours During Trading - Owner - So Many Ways Music Publishing Company.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-01 |
Reach out to this advisor