Best Investors
Account
Sign in
6400 C Street Sw, Cedar Rapids, IA 52499 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-03-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors | New York | NY | 01/2014 | 06/2017 |
| Td Ameritrade | Ithaca | NY | 06/2018 | 04/2020 |
| University Of Vermont | Burlington | VT | 08/2017 | 05/2018 |
| Lpl Financial Llc | Ithaca | NY | 05/2020 | 12/2022 |
| Tompkins Trust Company | Ithaca | NY | 04/2020 | 09/2023 |
| Transamerica Investors Securities Corporation | Lansing | NY | 03/2024 | Present |
| Transamerica Financial Life Insurance Company | Lansing | NY | 03/2024 | Present |
| Unemployed | Lansing | NY | 10/2023 | 02/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-17 |
Reach out to this advisor