Best Investors
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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-05-29 |
Branch Locations
2410 North Ocean Avenue, Suite 401, Farmingville, NY 11738 • United States
Oviedo, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Longwood High School | Middle Island | NY | 09/2015 | 09/2019 |
| Stony Brook University | Stony Brook | NY | 09/2019 | 02/2021 |
| Stony Brook Athletics | Stony Brook | NY | 02/2021 | 05/2023 |
| Mutual Inc. | Farmingville | NY | 05/2023 | 11/2023 |
| Mutual Inc. | Farmingville | NY | 11/2023 | 01/2025 |
| Planmember Securities Corporation | Carpinteria | CA | 11/2023 | 01/2025 |
| Planmember Securities Corporation | Carpinteria | CA | 01/2025 | Present |
| Mutual, Inc. | Farmingville | NY | 01/2025 | Present |
| Cado Capital Llc | Farmingville | NY | 01/2026 | Present |
1) Mutual Inc / Daybright Financial - 2410 North Ocean Ave., Suite 401, Farmingville, NY 11738; Investment related; Securities & insurance sales & services; Start date 1/2025; 160/hrs/mnth; 80 hrs/mnth during trading. 2) Cado Capital LLC; 2410 North Ocean Ave, Farmingville NY 11738; Tax Preparer; Tax preparation including reviewing tax documents, preparing and filing federal and state income tax returns, and advising on general tax-related questions.--seasonal activity; 240 hrs/mo; 160 hrs/mo during trading; NIR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-28 |
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