Best Investors
Account
Sign in
Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
2780 Monroe Ave Suite 201, Rochester, NY 14618-4139 • United States
Fairport, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cco Investment Services Corp | Victor | NY | 11/2014 | 07/2017 |
| Citizens Securities Inc | Rochester | NY | 07/2017 | 10/2017 |
| Ubs Financial Services | Rochester | NY | 12/2017 | 01/2021 |
| Key Investment Services | Rochester | NY | 02/2021 | 01/2022 |
| Keybank | Rochester | NY | 02/2021 | 01/2022 |
| Fidelity Brokerage Services Llc | Rochester | NY | 01/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-23 |
Reach out to this advisor