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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-02 |
Branch Locations
329 E Main Street Suite 8, Smithtown, NY 11787 • United States
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 |
|---|---|---|---|---|
| H. Beck, Inc. | Rockville | MD | 04/2003 | 11/2018 |
| G & G Agency Ltd | Great Neck | NY | 12/1982 | Present |
| Lpl Financial Llc | Hauppauge | NY | 11/2018 | 09/2025 |
| Osaic Wealth, Inc. | Smithtown | NY | 09/2025 | Present |
1)10/22/2018 - G&G Agency LTD - Insurance Agency - president and owner - inv rel - at reported business location(s) - start: 01/1982 - 100 hr/mth 2)10/22/2018 - G & G Agency LTD - Non-Variable Insurance - inv rel - at reported business location(s) - start: 03/1975 - 100 hr/mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 1984-09-06 |
Reach out to this advisor