Best Investors
Account
Sign in
Best Investors
Account
Sign in
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-04-26 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
1040 Pittsford Victor Rd, Pittsford, NY 14534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Manning & Napier Investor Services, Inc. | Fairport | NY | 07/2011 | 04/2022 |
| Manning & Napier Advisors, Llc | Fairport | NY | 02/2013 | 06/2017 |
| Manning & Napier Advisors, Llc | Fairport | NY | 06/2017 | 03/2019 |
| Manning & Napier Advisors, Llc | Fairport | NY | 03/2019 | 10/2019 |
| Manning & Napier Advisors, Llc | Fairport | NY | 10/2019 | 04/2022 |
| Wealth Enhancement Group | Pittsford | NY | 04/2022 | Present |
| Wealth Enhancement Advisory Services | Pittsford | NY | 04/2022 | Present |
1. Rental Property - Non-Investment Related - Rochester, NY - Owner - Start Date: 07/29/2011 - 2 hours spent per month, 0 hours during trading hours 2. One Putt Partners, LLC - Investment Related - Victor, NY - Owner/Member - Start Date: 03/15/2022 - 2 hours spent per month, 0 hours during trading hours 3. Two Putt Partners, LLC - Investment Related - Victor, NY - Owner/Member - Start Date: 03/15/2022 - 2 hours spent per month, 0 hours during trading hours 4. Depaul - Investment Related - Rochester, NY - Board Member - Start Date: 07/2023 - 1 hour spent per month, 1 hour during trading hours - I will serve as a board member for this non-profit that provides addiction prevention, affordable housing, senior living, support programs, and other vocational programs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-23 |
Reach out to this advisor