Best Investors
Account
Sign in
Best Investors
Account
Sign in
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| At Matthews & Dier | Watertown | NY | 04/2000 | Present |
| Legend Equities Corporation | Watertown | NY | 03/2001 | 01/2017 |
| Legend Advisory Corporation | Palm Beach Gardens | FL | 07/2011 | 09/2019 |
| Lincoln Investment | Watertown | NY | 01/2017 | Present |
Dier Agency, Inc. dba A. T. Matthews & Dier POSITION: President, Agent NATURE: Property & Casualty Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 04/01/2000 ADDRESS: 636 Coffeen Street, Watertown NY 13601, United States DESCRIPTION: Sales of property and casualty insurance. Manage day to day operations of the business. THOUSAND ISLANDS BRIDGE AUTHORITY POSITION: I sit on the board of directors NATURE: Operate a bridge INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 12/01/2023 ADDRESS: P. O. Box 428, 43530 Interstate 81, Clayton NY 13624, United States DESCRIPTION: As a board member I work with the director and other board members advising on the operations and activities of this authority.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-10-14 |
Reach out to this advisor