Best Investors
Account
Sign in
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 | 2014-12-16 |
| CT | RA | APPROVED | 2011-12-22 |
Branch Locations
1241 Pittsford Victor Rd, Pittsford, NY 14534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch Pierce, Fenner & Smith, Inc. | Rochester | NY | 11/2011 | Present |
| Bank Of America, N.A. | Pittsford | NY | 12/2011 | Present |
I*46998 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: DBA BARNUM PROPERTIES INVESTMENT RELATED: N ADDRESS OF BUSINESS: ROCHESTER, NEW YORK 14609 NATURE OF BUSINESS: SOLE PROPRIETORSHIP,DBA POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 11/1/2009 NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: OWN A RENTAL PROPERTY. I*652256 For profit or not for profit: Entity For Profit Name of outside business organization: Upton Park Holding Company Investment related: N Address of business: Cheyenne, Wyoming, 82001 Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 12/21/2021 Number of hours devoted: 4 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Holding LLC For Rental Property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2009-03-26 |
Reach out to this advisor