Best Investors
Account
Sign in
Best Investors
Account
Sign in
711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-05-17 |
Branch Locations
765 Calkins Rd, Rochester, NY 14623 • United States
3 W Main St, Victor, NY 14564 • United States
100 Corporate Pkwy Ste 118, Amherst, NY 14226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Xerox | Webster | NY | 10/2017 | 08/2021 |
| Conduent | Webster | NY | 01/2017 | 06/2017 |
| Xerox | Webster | NY | 01/2008 | 12/2016 |
| Unemployed | Penfield | NY | 06/2017 | 10/2017 |
| Axa Advisors Llc | New York | NY | 05/2018 | 06/2019 |
| Leigh Baldwin & Co., Llc | Cazenovia | NY | 11/2019 | 05/2024 |
| Fsp Advisors, Inc | Rochester | NY | 11/2019 | 05/2024 |
| Bristol Id | Lima | NY | 04/2023 | 02/2024 |
| Principal Life Insurance Company | Amherst | NY | 05/2024 | Present |
| Principal Securities, Inc. | Amherst | NY | 05/2024 | Present |
INSURANCE POSITION: Outside Sales NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/15/2024 ADDRESS: 100 Corporate Parkway, Suite 118, Amherst NY 14226, United States DESCRIPTION: Sale of Life, DI, Annuities, Health, LTC, Dental, Medicare & Medical Insurance through various carriers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-20 |
Reach out to this advisor