Best Investors
Account
Sign in
3001 Founders Club Drive, Sarasota, FL 34240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-10 |
| NY | RA | APPROVED | 2023-10-20 |
Branch Locations
3001 Founders Club Drive, Sarasota, FL 34240 • 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 |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Syracuse | NY | 10/2012 | 12/2019 |
| Cambridge Investment Research, Inc. | Syracuse | NY | 12/2019 | 10/2023 |
| Cambridge Investment Research Advisors, Inc. | Syracuse | NY | 05/2021 | 10/2023 |
| Lake Water Capital, Llc | Skaneateles | NY | 10/2023 | Present |
| Mml Investor Services, Llc | Syracuse | NY | 10/2012 | 12/2019 |
1) DANIEL BENNETT, 62 WEST ELIZABETH ST, SKANEATELES, NY, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 12/01/19, NIR, 10/WK- 0/TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-02-28 |
Reach out to this advisor