Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-05-28 |
Branch Locations
900 South Ave Ste 300, Staten Island, NY 10314 • 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 |
|---|---|---|---|---|
| Metlife Securities Inc. | Staten Island | NY | 07/2012 | 03/2017 |
| Mml Investors Services, Llc | Staten Island | NY | 03/2017 | 05/2024 |
| Massmutual Life Insurance Company | Staten Island | NY | 07/2016 | 05/2024 |
| Lpl Financial Llc | Staten Island | NY | 05/2024 | Present |
1) 03/27/2024 - Notary - NY 10314 - Investment related - 1 Hour per month - Start date: 12/27/2016. 2) 03/27/2024 - Meridian Global Advisors - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 120 Hours per month. 3) 03/27/2024 - WAGNER COLLEGE - Adjunct Professor - Outside/W-2 Employment - NY 10301 - Non investment related - 16 Hours per month - Start date: 08/20/2004. 4) 03/27/2024 - MACRI ENTERPRISES INC - Business Entity For Tax/Investment Purposes Only - Owner - NJ 07042 - Non investment related - 0% Time spent - Start date: 06/01/2010. 5) 03/27/2024 - DEE3 LLC - Real Estate Rental - Co-owner - NY 10304 - Investment related - 8 Hours per month - Start date: 09/01/2023. 6) 03/27/2024 - Meridian Global Advisors - Non-Variable Insurance - Selling: life insurance, disability income insurance, LTC, fixed annuities/ASH Brokerage - NY 10314 - Investment related - 8 Hours per month - Start date: 07/03/2017.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-21 |
Reach out to this advisor