Best Investors
Account
Sign in
Best Investors
Account
Sign in
7101 Wisconsin Avenue, Suite 1202, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-02-13 |
Branch Locations
120 Washington St Ste 410, Watertown, NY 13601 • United States
7101 Wisconsin Avenue, Suite 1202, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Watertown | NY | 01/1991 | 05/2020 |
| Park Avenue Securities Llc | Watertown | NY | 03/2018 | 05/2020 |
| Leigh Baldwin & Co., Llc | Cazenovia | NY | 05/2020 | Present |
| Weldon And Weldon Coaching, Inc. | Watertown | NY | 05/2020 | Present |
| Weldon And Weldon Coaching, Inc. | Watertown | NY | 03/2020 | Present |
| Jeffry Weldon, Sole Proprietor | Watertown | NY | 06/1991 | Present |
| Cj Weldon Properties | Watertown | NY | 08/1987 | Present |
| Park Avenue Securities Llc | Watertown | NY | 05/1999 | 05/2020 |
| Bull Harbor Capital | Bethesda | MD | 02/2024 | Present |
08/03/1987: CJ Weldon properties, Apartment rental- 929 Ives Street Watertown NY 13601;0 Hrs per month; non Investment related; 5% owner. 06/01/1991: Jeffry Weldon, Sole Proprietor, Fixed life and disability insurance sales, 120 Washington Street Ste. 410, Watertown NY 13601; 1 bus hr per month; Inv rel; 6/1/2019: Minna Anthony Common Nature Center, Board Member, 44927 Cross Island Road, Fineview, NY 13640; 2 non bus hrs per month; Not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 1987-09-30 |
Reach out to this advisor