Best Investors
Account
Sign in
Best Investors
Account
Sign in
2 Austin Ct., Poughkeepsie, NY 12603 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-06-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors Inc | Albany | NY | 07/2015 | 05/2018 |
| Allstate Insurance Company | Fishkill | NY | 07/2018 | 02/2019 |
| Fred Timm Cpa | Poughkeepsie | NY | 01/2016 | Present |
| The Leaders Group, Inc. | Littleton | CO | 01/2021 | 05/2022 |
| Equitable Advisors, Llc. | New York | NY | 11/2022 | 06/2024 |
| Timm Financial Services | Poughkeepsie | NY | 06/2024 | Present |
1.) FRED TIMM CPA - 1/1/2016 - 2 Austin Court, Poughkeepsie, NY 12603 - Owner, Tax & accounting prep, Not Invt Rel, Tax and Accounting, 120 hrs/mo; 80 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-10 |
Reach out to this advisor