Best Investors
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Account
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1712 Main Street Suite 400, Kansas City, MO 64108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-03 |
Branch Locations
1712 Main Street Suite 400, Kansas City, MO 64108 • United States
One Bausch & Lomb Place, Rochester, NY 14604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Manning And Napier | Fairport | NY | 05/2023 | 10/2023 |
| Osaic Wealth | Fairport | NY | 10/2023 | 10/2025 |
| University Of Pittsburgh | Pittsburgh | NY | 07/2018 | 06/2022 |
| University Of Rochester -Simon | Rochester | NY | 08/2022 | 05/2023 |
| Honeoye Falls- Lima School | Honeoye Falls | NY | 08/2013 | 07/2018 |
| Modern Wealth Management, Llc | Rochester | NY | 10/2025 | Present |
| Mutual Securities, Inc. | Camarillo | CA | 10/2025 | Present |
1. Modern Wealth Management, Start Date: 10/06/2025, One Bausch and Lomb Place, Ste. 900, Rochester, NY 14472, Corporation, Wealth Management, Relationship Manager, Administrative office tasks, working with clients, Investment Related, 160 Hours per month, 8 Hours per day during trading hours. 2. MUTUAL SECURITIES, INC., INVESTMENT-RELATED: YES: ONE BAUSCH AND LOMB PLACE, SUITE 900, ROCHESTER, NY 14604: BROKER-DEALER / INVESTMENT ADVISORY SERVICES: REGISTERED REPRESENTATIVE: 10/06/2025: 160 HOURS/MONTH: 8 HOURS/MONTH: REGISTERED REPRESENTATIVE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-28 |
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