Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-27 |
| NJ | RA | APPROVED | 2013-05-06 |
| TX | RA | APPROVED | 2013-05-06 |
Branch Locations
63 Hurley Ave [Satellite], Kingston, NY 12401 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Kingston | NY | 03/2013 | Present |
EDWARD HILL ENTERPRISES, INC, NOT INV RELATED, PORT EVAN, NY, VICE PRESIDENT/MANAGER, START: 1996, 1 HOUR PER MONTH, 100% OWNED BY PARENTS, ACTIVNG AS AN OFFICE MANAGER FOR FAMILY REAL ESTATE BUSINESS.| TRUSTEE FOR FATHER'S TRUST (HILL FAMILY LIFE INSURANCE TRUST); INVESTMENT RELATED; KINGSTON, NY; START DATE 3/2013; LESS THAN 1 HR PER MONTH; 0 HRS DURING TRADING.| JOED ENTERPRISES, INC - INVESTMENT RELATED - KINGSTON, NY; 50% OWNER WITH BROTHER. START: 2001; 2 HRS PER MONTH/0 DURING TRADING. DUTIES: ENSURES PROPER TAX FILINGS.| ED TOM ENTERPRISES LLC, NOT INV RELATED, KINGSTON, NY, 50% OWNER, START: 2003, LESS THAN 1 HOUR PER MONTH.| BENEDICTINE HEALTH FOUNDATION, INV RELATED, KINGSTON, NY, FINANCE COMMITTEE MEMBER, START: 03/01/2016, 1 HR/MONTH, 0 HRS DURING TRADING, MANAGE FINANCES OF THE FOUNDATION.| MELTZER & HILL WEALTH ADVISORY LLC, INV RELATED, KINGSTON, NY, 50% OWNERSHIP, START 3/1/2013, 15 HOURS PER MONTH, 5 HOURS DURING TRADING, FINET PRACTICE.| TRUSTEE FOR MELTZER HILL WEALTH ADVISORY LLC 401K, INV RELATED, KINGSTON, NY, START: 3/1/2013, 15 HRS/MONTH, 5 HRS DURING TRADING, FINET PRACTICE 401K.| HILL WEALTH MGMT INC; INV RELATED; KINGSTON, NY; START DATE 10/1/2023; 5 HOURS DURING TRADING; 0 DURING TRADING; FINET DEPOSIT ACCT.| PRINCETON HARRIMAN INSURANCE SOLUTIONS, INVT RELATED, SARASOTA, FL, FINANCIAL ADVISOR, START DATE 12/1/2024, 8 HRS PER MONTH AND DURING TRADING, FOR INSURANCE BUSINESS.| ESTATE OF FATHER; INV RELATED; KINGSTON, NY; CO-EXECUTOR; START DATE 05/18/2026; 3 HOURS PER MONTH; 3 HOURS DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-18 |
Reach out to this advisor