Best Investors
Account
Sign in
29 Lasalle Parkway, Victor, NY 14564 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-04-29 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Finger Lakes Financial Services Inc | Victor | NY | 11/1983 | 05/2025 |
| H. Beck, Inc. | Victor | NY | 01/1998 | 05/2025 |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 04/2021 |
| Grove Point Investments, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Flfs Advisory Llc | Victor | NY | 04/2025 | Present |
| Lpl Financial Llc | Victor | NY | 05/2025 | Present |
1- 05/2025 - FLFS Advisory LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 05/01/2025 - 86 hours per month/ 70 hours during trading - I provide investment advisory services through FLFS Advisory LLC, an independent investment advisor firm. I started this business activity in 05/2025. I expect to spend approximately 86 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2- 05/2025 - Finger Lakes Financial Services, Inc. - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/01/1983 - 172 hours per month/ 13 hours during trading 3- 05/2025 - LaSalle Associates - Business Owner - Investment Related - At Reported Business Location(s) - Start Date 08/01/1983 - 20 hours per month/ 5 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-11-18 |
Reach out to this advisor