Best Investors
Account
Sign in
Best Investors
Account
Sign in
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| NY | RA | APPROVED | 2022-06-06 |
Branch Locations
220 White Plains Road Suite 425, Tarrytown, NY 10591 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marathon Financial Group | Elmsford | NY | 11/2003 | 06/2022 |
| Kestra Investment Services, Llc. | Tarrytown | NY | 04/2016 | 06/2022 |
| Kestra Advisory Services, Llc. | Tarrytown | NY | 04/2016 | 06/2022 |
| Westchester Financial Advisors | Tarrytown | NY | 06/2022 | Present |
| Commonwealth Financial Network | Waltham | MA | 06/2022 | Present |
1.Fixed insurance sales; as of 12/29/2021; 3% of time spent during business hours; Conducted at branch location; Investment related. 2.Owner, Marathon Financial Group, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 12/29/2021; Less than 2% of time spent during business hours; Conducted at branch; Investment related. 3. Co-Owner, BHB Advisors, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 04/01/2016; 2% of time spent during business hours; Conducted at branch; Investment related. 4. Owner, Marathon Advisory Group Inc.; a private entity established to facilitate securities, advisory, and insurance business; as of 1/04/2024; 95% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-13 |
Reach out to this advisor