Best Investors
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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-02-06 |
| PA | RA | APPROVED | 2026-01-27 |
| FL | RA | APPROVED | 2025-01-02 |
| MD | RA | APPROVED | 2025-01-02 |
| NJ | RA | APPROVED | 2025-01-02 |
| NH | RA | APPROVED | 2024-10-04 |
| NY | RA | APPROVED | 2023-02-27 |
| CT | RA | APPROVED | 2021-12-18 |
Branch Locations
3660 Lee Road, Jefferson Valley, NY 10535 • United States
1133 Westchester Ave, White Plains, NY 10604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Bank N.A. | Westport | CT | 01/2018 | 11/2021 |
| Sacred Heart University | Fairfield | CT | 05/2017 | 01/2018 |
| Mktg | Westport | CT | 01/2016 | 05/2017 |
| Td Bank N.A. | Greenwich | CT | 11/2021 | Present |
| Td Private Client Wealth Llc | Greenwich | CT | 11/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-12-11 |
| S65 | Uniform Investment Adviser Law Examination | 2021-12-17 |
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