Best Investors
Account
Sign in
Best Investors
Account
Sign in
200 Parkway Drive South Suite 200, Hauppauge, NY 11788 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-07-19 |
Branch Locations
500 N. Broadway Suite 238, Jericho, NY 11753 • United States
200 Parkway Drive South Suite 200, Hauppauge, NY 11788 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Hauppauge | NY | 08/2016 | 01/2018 |
| Lebenthal Global Advisors, Llc | Jericho | NY | 05/2019 | Present |
| Lebenthal Financial Services, Inc. | Jericho | NY | 10/2018 | Present |
| Coltrain Funding Llc | Hauppauge | NY | 06/2016 | Present |
(1) Licensed Independent Insurance Producer; Dental & Group Disability Income, Disability, Fixed Annuities, Life/Accident/Health, Long Term Care, Medicare Related Products, and Property & Casualty Insurance; Coram, NY; 8 hours per week during trading hours, 2 hours per week nights/weekends; since 1/2000. (2) Lebenthal Financial Services Inc.; Investment-Related; Jericho, NY; Registered Representative; Start Date: 10/2018. (3) Lebenthal Global Advisors, LLC; Investment-Related; Jericho, NY; Advisory Representative; Start Date: 05/2019. (4) Coltrain Funding, LLC; Mortgage Loan Officer; Hauppauge, NY; 20 hours per week; since 2016.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-04 |
Reach out to this advisor