Best Investors
Account
Sign in
Best Investors
Account
Sign in
5100 West Genesee Street, Camillus, NY 13031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-02-13 |
Branch Locations
5100 West Genesee Street, Camillus, NY 13031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moen & Thurston | Camillus | NY | 09/2023 | Present |
| First Due Services, Llc | North Syracuse | NY | 06/2015 | 09/2023 |
| Deloitte | Chicago | IL | 09/2021 | 06/2023 |
| Cns High School | Cicero | NY | 01/2014 | 06/2017 |
| University Of Notre Dame | Notre Dame | IN | 08/2017 | 05/2021 |
| Newman Ladd Capital Advisors, Llc. | Camillus | NY | 01/2024 | Present |
| Leigh Baldwin & Co., Llc | Camillus | NY | 12/2023 | Present |
9/2023- Moen & Thurston - Associate position primarily involved in income tax preparation and administrative capacities (witnessing, notarizing, organization, etc.). hr varies part time 40 hours/week during market hours; non-investment activities; no ownership. 9/2023- Notre Dame Club of Central New York/Syracuse; no payment; non-investment related; board member. 1/2026- Paige's Childhood Cancer Fund- Board Member of the 501c3 organization - serving in role as treasurer and participating in other board oversight endeavors. 0-1 hr/ week during non-market hours; non-investment related; no ownership.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-18 |
Reach out to this advisor