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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-09-10 |
| NY | RA | APPROVED | 2021-06-14 |
Branch Locations
565 Taxter Road Suite 625 6Th Floor, Elmsford, NY 10523 • 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 |
|---|---|---|---|---|
| Msi Financial Services Inc | Elmsford | NY | 12/2016 | 03/2017 |
| Costello Plumbing | Yorktown | NY | 01/2013 | 12/2016 |
| Massachusetts Mutual Life Insurance Company | Emlsford | NY | 12/2016 | Present |
| Mml Investors Services, Llc | Emlsford | NY | 03/2017 | Present |
(1)Name: Daniel Solazzo Inv rel: Y Add: 565 Taxter Road suite 625 Elmsford NY 10523 Nature: Non MMLIA Position: Independent Insurance Agent Start date: 7/21/2020 No. HR/MO: 2 No. HR/MO during sec trading: 2 Describe duties: Life, Disability, Fixed Annuities, and Health (2)Name: Daniel Solazzo Inv rel: N Add: Residential Address Nature: General- Sports Official Position: Lacrosse Coach Start date: 10/15/2020 No. HR/MO: 4 No. HR/MO during sec trading: 0 Describe duties: Coaching youth lacrosse. (3)Name: Taxter Advisory LLC Inv rel: Y Add: 565 Taxter Road suite 625 Elmsford NY 10523 Nature: Pass-through account for business expenses Position: Partner Start date: 8/1/2022 No. HR/MO: 0 No. HR/MO during sec trading: 0 Describe duties: Running revenue from insurance/investment practice to pay business expenses.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-07-25 |
Reach out to this advisor