Best Investors
Account
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Best Investors
Account
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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-25 |
Branch Locations
4507 State Route 30, Middleburgh, NY 12122 • United States
20 Faith Plaza Route 9W, Ravena, NY 12143 • United States
331 Route 9W, Glenmont, NY 12077 • United States
76 Main Street, Cairo, NY 12413 • United States
4894 Ny-81, Greenville, NY 12083 • United States
Route 9W &, Ny-385, West Coxsackie, NY 12192 • United States
3-7 Reed Street, Coxsackie, NY 12051 • United States
1 North Washington Street, Athens, NY 12015 • United States
990 State Route 67, Ballston Spa, NY 12020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boathouse Restaurant | Lake George | NY | 05/2019 | 08/2021 |
| Barnsider | Lake George | NY | 06/2016 | 08/2017 |
| Rensselaer Polytechnic Institute | Troy | NY | 09/2018 | 05/2022 |
| Student | Queensbury | NY | 09/2005 | 06/2018 |
| Grass Is Always Greener | Queensbury | NY | 05/2017 | 09/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2022 | 11/2024 |
| Northwestern Mutual Investment Services Llc | Albany | NY | 02/2023 | 11/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 02/2024 | 11/2024 |
| Osaic Institutions, Inc. | Meriden | CT | 12/2024 | Present |
| Ballston Spa National Bank | Ballston Spa | NY | 12/2024 | Present |
1.) Olive Garden. Not investment related. Restaurant. Server. Approx 25 hours per week not during trading hours. Starting Nov 2025.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-29 |
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