Best Investors
Account
Sign in
Herkimer, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-10-06 |
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 |
|---|---|---|---|---|
| The Valente Group Llc | Herkimer | NY | 09/2013 | Present |
| Heidelberg Group, Inc. | Herkimer | NY | 01/2005 | Present |
INSURANCE AGENT; INVESTMENT RELATED; SAME OFFICE LOCATION; INSURANCE SALES (LIFE & HEALTH); SPENDS 10-20 HRS/MTH, 10-20 HRS DURING TRADING HOURS. HEIDELBERG GROUP, INC.; NON-INVESTMENT RELATED; 3056 ROUTE 28, HERKIMER, NY 13350; CHIEF MARKETING OFFICER; SPENDS 80 HRS/MTH DURING TRADING; NEGOTIATES CONTRACTS WITH TRADE PARTNERS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-01 |
Reach out to this advisor