Best Investors
Account
Sign in
Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-01 |
Branch Locations
2095 Smith Haven Plaza, Lake Grove, NY 11755 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | Buffalo | NY | 04/2024 | 05/2024 |
| Lifetime Athletics | Charlotte | NC | 05/2024 | 01/2025 |
| Full Time Education | Buffalo | NY | 08/2022 | 05/2023 |
| University At Buffalo | Buffalo | NY | 08/2023 | 01/2024 |
| The Vitamin Shoppe | Tonawanda | NY | 08/2022 | 01/2023 |
| Incredible Feets | Plainview | NY | 01/2019 | 05/2019 |
| Full Time Education | Cortland | NY | 08/2020 | 12/2020 |
| Full Time Education | Plainview | NY | 09/2016 | 06/2020 |
| The Vanguard Group, Inc. | Charlotte | NC | 05/2024 | 03/2025 |
| Full Time Education | Buffalo | NY | 01/2021 | 05/2021 |
| Full Time Education | Buffalo | NY | 08/2021 | 05/2022 |
| Full Time Education | Buffalo | NY | 08/2023 | 05/2024 |
| Lifetime Athletics | Syosset | NY | 05/2019 | 07/2022 |
| Lifetime Athletics | Syosset | NY | 12/2022 | 05/2023 |
| Lifetime Athletics | Syosset | NY | 05/2023 | 08/2023 |
| Lifetime Athletics | Syosset | NY | 08/2023 | 05/2024 |
| Charles Schwab & Co., Inc. | Lake Grove | NY | 04/2025 | Present |
| Charles Schwab Bank Ssb | Southlake | TX | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-08 |
Reach out to this advisor