Best Investors
Account
Sign in
335 Madison Ave., Suite 5H, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-10-27 |
| TX | RA | APPROVED | 2025-10-27 |
| NY | RA | APPROVED | 2024-03-01 |
Branch Locations
335 Madison Ave., Suite 5H, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird & Co. | Mequon | WI | 10/2015 | 09/2022 |
| Origin Financial | Boston | MA | 09/2022 | 04/2023 |
| Purshe Kaplans Sterling Investments | Albany | NY | 05/2023 | 09/2023 |
| Hart & Patterson Financial Group | Amherst | MA | 02/2023 | 09/2023 |
| Origin Financial | Boston | MA | 12/2023 | 02/2024 |
| Fruitful Inc | New York | NY | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-08 |
Reach out to this advisor