Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-03 |
| NJ | RA | APPROVED | 2018-09-04 |
Branch Locations
925 Elmwood Ave, Buffalo, NY 14222 • United States
5688 South Transit Road, Lockport, NY 14094 • United States
2670 Delaware Ave, Buffalo, NY 14216 • United States
8599 Erie Road, Angola, NY 14006 • United States
2800 Niagara Falls Blvd., Tonawanda, NY 14150 • United States
5178 Main St, Williamsville, NY 14221 • United States
938 Union Rd, West Seneca, NY 14224 • United States
2163 Rte 250, Fairport, NY 14450 • United States
45 S. Main Street, Fairport, NY 14450 • United States
2118 Huson Ave., Rochester, NY 14617 • United States
6797 Pittsford Palmyra Road, Fairport, NY 14450 • United States
3388 Sheridan Drive, Amherst, NY 14226 • United States
419 Monroe Street, Ste 101, Buffalo, NY 14212 • United States
8411 Main St, Williamsville, NY 14221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors | New York | NY | 04/2014 | 07/2017 |
| Ogorek Wealth Management | Williamsville | NY | 08/2017 | 05/2018 |
| Lpl Financial, Llc | Williamsville | NY | 08/2018 | Present |
| Evans National Bank | Williamsville | NY | 08/2018 | Present |
1) 10/22/2018 - Specific Solutions Inc. and other General Agencies - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 10/03/2018 - 20 Hours Per Month/20 Hours During Trading. 2) 01/16/2019 - No business name - Not investment related - At reported business location(s) - Notary Public - start date:01/01/2019 - 1 hr/mo - 1 hr during trading. 3) 03/06/2025- NBT Insurance Agency- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 05/02/2025- 160 Hours Per Month- 160 Hours During Trading 4) 03/04/2025- Investment products and services are offered through LPL Financial LLC using the DBA/trade name NBT Investment Services- INV Related- At Reported Business Location(s)- Start date 05/02/2025- 160 Hours Per Month- 160 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-05 |
Reach out to this advisor