Best Investors
Account
Sign in
Best Investors
Account
Sign in
2809 Wehrle Drive Suite 9, Williamsville, NY 14221 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-03 |
| TX | RA | APPROVED | 2020-11-18 |
Branch Locations
2809 Wehrle Drive Suite 9, Williamsville, NY 14221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Argus Tax, Inc | Lancaster | NY | 09/2013 | 05/2017 |
| Village Of Lancaster | Lancaster | NY | 11/2012 | 04/2019 |
| Robinson Tax Service | Lancaster | NY | 11/2017 | Present |
| Wny Safe Solutions Consulting, Inc | Lancaster | NY | 10/2016 | Present |
| Independent Solutions Wealth Management, Llc | Lancaster | NY | 07/2017 | 09/2020 |
Robinson Tax Service - Enrolled Agent, not investment related, 11/2017-Present, Approx. 20-30 hours/month with some hours during securities trading hours. Responsibilities include standard accounting and/or tax-related business activities on behalf of firm clients. WNY Safe Solutions Consulting, Inc., President, Security and safety consulting, Lancaster, NY not securities related, 2.5 hours per month - none during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-07 |
Reach out to this advisor