Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-19 |
| TX | RA | APPROVED_RES | 2013-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Buffalo | NY | 11/2006 | Present |
| Bank Of America, N.A. | Williamsville | NY | 12/2009 | Present |
I*95012 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL PROPERTY INVESTMENT RELATED: N ADDRESS OF BUSINESS: EAST AURORA, NEW YORK 14127 NATURE OF BUSINESS: FAMILY BUSINESS, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 5/2/1994 NUMBER OF HOURS DEVOTED: 1 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THIS IS A RENTAL PROPERTY THAT MY HUSBAND OWNED BEFORE WE WERE MARRIED. IT NOW IS IN JOINT NAME. MY HUSBAND HANDLES ALL OF THE MAINTENANCE OF THIS RENTAL PROPERTY. I*95145 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: "4429 U ROAD LLC" - RENTAL PROPERTY INVESTMENT RELATED: N ADDRESS OF BUSINESS: 4429 UNION ROAD, CHEEKTOWAGA, NEW YORK 14225 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 12/20/2006 NUMBER OF HOURS DEVOTED: 1 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THIS IS A RENTAL PROPERTY OWNED BY AN LLC OWNED BY MY HUSBAND AND ME. MY HUSBAND HANDLES ALL OF THE MAINTENANCE. THE NAME OF THE LLC IS 4429 U ROAD. THE LLC OWNS THE RENTAL PROPERTY LOCATED AT 4429 U ROAD. I*95142 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL PROPERTY INVESTMENT RELATED: N ADDRESS OF BUSINESS: 70 C STREET, EAST AURORA, NEW YORK 14052 NATURE OF BUSINESS: FAMILY BUSINESS, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 12/8/2015 NUMBER OF HOURS DEVOTED: 1 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THIS IS A RENTAL PROPERTY THAT I OWN JOINTLY WITH MY HUSBAND. MY HUSBAND HANDLES ALL OF THE MAINTENANCE OF THE PROPERTY. I*95144 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL PROPERTY INVESTMENT RELATED: N ADDRESS OF BUSINESS: 80 B ROAD, EAST AURORA, NEW YORK 14052 NATURE OF BUSINESS: FAMILY BUSINESS, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 4/30/2015 NUMBER OF HOURS DEVOTED: 1 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THIS IS A RENTAL PROPERTY THAT I OWN JOINTLY WITH MY HUSBAND. MY HUSBAND HANDLES ALL OF THE MAINTENANCE. I*95145 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: "4429 U ROAD LLC" - RENTAL PROPERTY INVESTMENT RELATED: N ADDRESS OF BUSINESS: CHEEKTOWAGA, NEW YORK 14225 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 12/20/2006 NUMBER OF HOURS DEVOTED: 1 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THIS IS A RENTAL PROPERTY OWNED BY AN LLC OWNED BY MY HUSBAND AND ME. MY HUSBAND HANDLES ALL OF THE MAINTENANCE. THE NAME OF THE LLC IS 4429 U ROAD. THE LLC OWNS THE RENTAL PROPERTY LOCATED AT 4429 U ROAD. I*1069342 For profit or not for profit: Name of outside business organization: Azsuram Holdings Investment related: N Address of business: , , Nature of business: Position, title, association: , Start date of relationship: Number of hours devoted: hour(s) Number of hours devoted during trading hours: Duties: , Future purchase of a rental property that will be handled by my husband I*4137266, Entity Type: , Name of OBA: W F M TTEE K M M TTEE U/A DTD 01/27/2009 , Address: orchard park, New York, 14127, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 03/24/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-26 |
Reach out to this advisor