Best Investors
Account
Sign in
Best Investors
Account
Sign in
1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-01-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstate Insurance Co | Rochester | NY | 03/1997 | 11/2021 |
| Massmutual Life Insurance Co | Rochester | NY | 11/2021 | Present |
| Mml Investors Services, Llc | Rochester | NY | 11/2021 | Present |
| Allstate Financial Services Llc | Rochester | NY | 06/2000 | 11/2021 |
1)Name: Elmwood Agency, Inv Rel: Y Addr: 1 Reserve View Blvd, Rochester NY 14618 Nature: Outside Insurance Position: Agent, Start: 1/30/2025, No Hr/Mo: 160 No Hr/Mo Dur Trading: 125, Duties: Life, Disability, Equity fixed life, Long-term care, Fixed Annuities, Health.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 1985-07-01 |
Reach out to this advisor