Best Investors
Account
Sign in
Best Investors
Account
Sign in
1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-03 |
Branch Locations
400 Auto Park Pl Ste 202, Newburgh, NY 12550 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornell University | Ithaca | NY | 10/2017 | 01/2019 |
| Incodema Inc And Newcut Inc | Ithaca | NY | 09/2019 | 08/2020 |
| Landmark Real Estate | Ithaca | NY | 01/2014 | 08/2021 |
| Leacroft Global Medical Supplies | Brooklyn | NY | 03/2024 | 08/2024 |
| Unemployed | Ithaca | NY | 01/2023 | 03/2024 |
| Northwestern Mutual Life Insurance Company | Poughkeepsie | NY | 07/2024 | 06/2025 |
| Northwestern Mutual Investment Services Llc | Poughkeepsie | NY | 07/2024 | 06/2025 |
| Binghamton University | Binghamton | NY | 09/2021 | 01/2023 |
| Northwestern Mutual Wealth Management Company | Poughkeepsie | NY | 11/2024 | 06/2025 |
| Massmutual Life Insurance Co | Newburgh | NY | 10/2025 | Present |
| Mml Investors Services, Llc | Newburgh | NY | 11/2025 | Present |
| Leacroft Global Medical Supplies | Brooklyn | NY | 07/2025 | 10/2025 |
| Tacos Cdmx | Ithaca | NY | 05/2023 | 02/2024 |
1)Name: Mecenas Holdings LLC, Inv Rel: N Addr: 188 Westhaven Drive, Ithaca NY 14850, Nature: Consulting, Position: Partner, Start: 10/23/2025 No Hr/Mo: 2 No Hr/Mo Dur trading: 0 Duties: Provides consulting, Aiding with implementation of marketing and sales initiatives for Leadcroft Global Medical Supplies (LGMS). 2)Name: Unfold Your Path LLC, Inv Rel: Y Addr: 9 Northwood Lane, Patchogue NY 11772, Nature: Marketing Position: Partner, Start 10/23/2025, No Hr/Mo: 2 No Hr/Mo Dur trading: 0 Duties: Manages digital infrastructure, client relationships, fulfillment and marketing operations. 3)Name: Bell Tower Wealth Management, Inv Rel: Y Addr: 400 Auto Park Place, Suite 202 Newburgh NY 12550 Nature: Marketing DBA for MassMutual/MMLIS Business, Position:Partner, Start: 11/11/2025, No Hr/Mo: 160 No Hr/Mo Dur Trading: 160 Duties: Management of the VFG Poughkeepsie branch office, including leadership, training, recruiting, financial advisory, and sale of insurance and securities through MassMutual, MMLIS and their affiliates and subsidiaries.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-12 |
Reach out to this advisor