Best Investors
Account
Sign in
Best Investors
Account
Sign in
4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Dedham | MA | 09/2014 | 05/2017 |
| Citizens Securities Inc | Cicero | NY | 11/2015 | 05/2017 |
| Army National Guard | Auburn | NY | 11/2015 | 11/2024 |
| Citizens Securities, Inc. | Fayetteville | NY | 05/2017 | 06/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Utica | NY | 06/2019 | 05/2021 |
| Bank Of America, N.A. | Utica | NY | 06/2019 | 05/2021 |
| Raymond James Financial Services | Syracuse | NY | 06/2021 | 08/2025 |
| Raymond James Financial Services Advisors | Syracuse | NY | 06/2021 | 08/2025 |
| Planned Results, Inc. | Syracuse | NY | 06/2021 | 08/2025 |
| Keybank Na | Syracuse | NY | 11/2025 | Present |
| Key Investment Services Llc | Brooklyn | OH | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-05 |
Reach out to this advisor