Best Investors
Account
Sign in
Best Investors
Account
Sign in
1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-10-11 |
| TX | RA | APPROVED | 2024-10-11 |
Branch Locations
507 Plum Street Suite 200, Syracuse, NY 13204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Community Bank | Dewitt | NY | 05/2015 | 10/2024 |
| Invest Financial Corporation | Tampa | FL | 05/2015 | 02/2018 |
| Lpl Financial Llc | Syracuse | NY | 02/2018 | 10/2024 |
| Equitable Advisors, Llc | New York | NY | 10/2024 | Present |
1. Independent Agent - outside fixed insurance sales. 2. Elmcrest Children Center, 960 Salt Springs Rd. Syracuse, NY 13224, Finance Committee and Board Member, since 10/11/2024. 3. Taishoff Center Advisory Council, Advisory Counsel Member (vitrual) since 10/11/2024, 2 hrs/month 4. Garry RM Payne LLC., Skaneateles NY, owner, since 10/11/2024, 1 hr/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 1986-07-08 |
Reach out to this advisor