Best Investors
Account
Sign in
Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-06-14 |
| NY | RA | APPROVED | 2024-06-14 |
Branch Locations
90 Linden Oaks Suite 100, Rochester, NY 14625 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wall Street Financial Group, Inc. | Fairport | NY | 05/2006 | 10/2016 |
| Lpl Financial | Rochester | NY | 12/2016 | 07/2019 |
| Esl Investment Services, Llc | Rochester | NY | 12/2016 | 07/2019 |
| Securities America, Inc. | Victor | NY | 07/2019 | 06/2024 |
| Securities America Advisors, Inc. | Victor | NY | 07/2019 | 06/2024 |
| Osaic Wealth, Inc. | Victor | NY | 06/2024 | Present |
| Osaic Wealth, Inc. | Victor | NY | 06/2024 | Present |
1)Name: Seed Arts Position: Artist Nature: Independent artist Investment Related: No Hours: 40 Securities Trading Hours: 0 Start Date: 10/01/2009 2) ALLIED FINANCIAL SERVICES POSITION: Financial Planning Coordinator NATURE: S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/19/2019 ADDRESS: 90 Linden Oaks Drive, Suite 100, Rochester NY 14625, United States DESCRIPTION: Registered Office Assistant providing client service and advisor support.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-14 |
Reach out to this advisor