Best Investors
Account
Sign in
Best Investors
Account
Sign in
777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2024-12-03 |
| VT | RA | APPROVED | 2024-12-02 |
| NJ | RA | APPROVED | 2024-11-29 |
| OH | RA | APPROVED | 2024-11-29 |
| CT | RA | APPROVED | 2024-11-28 |
| DE | RA | APPROVED | 2024-11-28 |
| ME | RA | APPROVED | 2024-11-28 |
| MD | RA | APPROVED | 2024-11-28 |
| NH | RA | APPROVED | 2024-11-28 |
| PA | RA | APPROVED | 2024-11-28 |
| RI | RA | APPROVED | 2024-11-28 |
| NY | RA | APPROVED | 2023-09-28 |
Branch Locations
Honeoye Falls, NY • United States
777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rochester Institute Of Technology | Rochester | NY | 09/2014 | 01/2017 |
| Webster Writing Consulting | Rochester | NY | 02/2011 | 08/2023 |
| Axa Advisors, Llc | New York | NY | 12/2016 | 04/2019 |
| Mutual Of America Life Insurance Company | Rochester | NY | 05/2019 | 08/2023 |
| Mutual Of America Securities Llc | Rochester | NY | 05/2019 | 08/2023 |
| Missionsquare Investment Services | Washington | DC | 08/2023 | Present |
| Missionsquare Retirement | Washington | DC | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-28 |
| S66 | Uniform Combined State Law Examination | 2017-01-31 |
Reach out to this advisor