Best Investors
Account
Sign in
Best Investors
Account
Sign in
350 Linden Oaks Suite 140, Rochester, NY 14625 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-03-23 |
| RI | RA | APPROVED | 2024-10-25 |
| CA | RA | APPROVED | 2024-08-23 |
| DC | RA | APPROVED | 2024-06-20 |
| AZ | RA | APPROVED | 2023-09-14 |
| PA | RA | APPROVED | 2023-09-07 |
| MA | RA | APPROVED | 2022-12-13 |
| CO | RA | APPROVED | 2022-10-24 |
| NC | RA | APPROVED | 2022-10-24 |
| TX | RA | APPROVED_RES | 2022-09-26 |
| VA | RA | APPROVED | 2022-03-31 |
| NY | RA | APPROVED | 2021-10-22 |
| FL | RA | APPROVED | 2021-09-17 |
| OH | RA | APPROVED | 2021-06-03 |
| MD | RA | APPROVED | 2020-10-26 |
| SC | RA | APPROVED | 2020-10-26 |
| NJ | RA | APPROVED | 2020-06-09 |
| GA | RA | APPROVED | 2019-12-10 |
Branch Locations
350 Linden Oaks Suite 140, Rochester, NY 14625 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Holbrook | NY | 10/2013 | 10/2024 |
| Novem Group, Inc. | Rochester | NY | 01/2014 | Present |
| Osaic Wealth, Inc. | Rochester | NY | 10/2024 | Present |
1) NOVEM GROUP - RIA, INVESTMENT-RELATED, INVESTMENT ADVISER REPRESENTATIVE, START DATE 1/2014, 85 HRS/MONTH TOTAL, 85 HRS/MONTH DURING MARKET HRS 2) OSAIC WEALTH, INC. - BROKER/DEALER, INVESTMENT-RELATED, REGISTERED REPRESENTATIVE, START DATE 10/2024, 75 HRS/MONTH TOTAL, 75 HRS/MONTH DURING MARKET HRS 3) APFS ROCHESTER, INC. - INDIVIDUAL INSURANCE, NOT INVESTMENT-RELATED, INSURANCE AGENT, 1 HR/MONTH TOTAL, 1 HR/MONTH DURING MARKET HRS 4) CDS MONARCH - CHARITABLE ORGANIZATION, NOT INVESTMENT-RELATED, TREASURER OF THE WOLF FOUNDATION BOARD OF DIRECTORS, START DATE 8/2019, 1 HR/MONTH TOTAL, 1 HR/MONTH DURING MARKET HRS 5) ITALIAN HERITAGE FOUNDATION - CHARITABLE ORGANIZATION, NOT INVESTMENT-RELATED, BOARD MEMBER OF INVESTMENT COMMITTEE, START DATE 3/2019, 1 HR/MONTH TOTAL, 1 HR/MONTH DURING MARKET HRS 6) NOVEM FOUNDATION - CHARITABLE ORGANIZATION, NOT INVESTMENT-RELATED, BOARD MEMBER, START DATE 10/2018, 3 HRS/MONTH TOTAL, 3 HRS/MONTH DURING MARKET HRS 7) ADK GUYS, LLC - NOT INVESTMENT-RELATED, 1000 TURK HILL ROAD, SUITE 190, FURNITURE SALES, MEMBER, START DATE 08/2024, 8 HRS/MONTH, 0 HRS/MONTH DURING MARKET HRS 8) THE ADIRONDACK GUYS POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/09/2024 ADDRESS: 1000 Turk Hill Rd, Fairport NY 14450, United States DESCRIPTION: Manage business functions
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-11 |
Reach out to this advisor