Best Investors
Account
Sign in
Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-11 |
| NY | RA | APPROVED | 2024-10-11 |
Branch Locations
350 Linden Oaks Suite 140, Rochester, NY 14625 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Rochester | NY | 12/2007 | 04/2017 |
| Private Advisor Group, Llc | Morristown | NJ | 08/2012 | 04/2017 |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 04/2017 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. INSURANCE BROKER. START DATE 12/2007. 2. LIVINGSTON COUNTRY CLUB TREASURER. MONITORS CLUB'S FINANCES. START DATE 11/15/2014. NOT SECURITIES RELATED. 3 HOURS DEVOTED PER MONTH. 3. DONALD SAVINO-FIXED INSURANCE SALES POSITION: Insurance agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2020 ADDRESS: 350 Linden Oaks, Suite 140, Rochester NY 14625, United States DESCRIPTION: Sales and servicing of insurance products 4. CAPE COD TIME SHARE RENTAL POSITION: owner NATURE: I own 5 Time share units at the Ocean Club on Cape Cod. I usually rent a couple weeks each year to help pay for maintenance fees each year. INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 06/01/1998 ADDRESS: 329 South Shore Dr., South Yarmouth MA 02664, United States DESCRIPTION: I call the office at the Ocean Club and have them put the room up for rent. They take care of the rest
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 1985-10-15 |
Reach out to this advisor