Best Investors
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Account
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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-02-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Glens Falls | NY | 08/2022 | 06/2023 |
| Commercehub | Albany | NY | 07/2021 | 07/2022 |
| Saratoga Springs City School District | Saratoga Springs | NY | 03/2021 | 08/2021 |
| Saratoga Independent School | Saratoga Springs | NY | 09/2018 | 09/2020 |
| Summit Clothing Company | Saratoga Springs | NY | 11/2019 | 12/2022 |
| Saratoga Wilton Soccer Club | Saratoga Springs | NY | 08/2016 | 01/2024 |
| Rockefeller Financial Llc | Saratoga | NY | 06/2023 | 09/2023 |
| First New York Federal Credit Union | Albany | NY | 11/2023 | 08/2024 |
| Lpl Financial Llc | Albany | NY | 11/2023 | 08/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Saratoga Springs | NY | 08/2024 | 01/2026 |
| Siena College | Loudonville | NY | 01/2017 | 05/2019 |
| Trustage | Madison | WI | 11/2023 | 08/2024 |
| Bank Of America, N.A. | Saratoga Springs | NY | 09/2024 | 01/2026 |
| Cetera Investment Services Llc | St Cloud | MN | 01/2026 | Present |
| Cetera Investment Advisers Llc | Albany | NY | 01/2026 | Present |
| First New York Federal Credit Union | Albany | NY | 01/2026 | Present |
YOUTH SOCCER COACH; 5 HRS/WK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-22 |
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