Best Investors
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Best Investors
Account
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9 South Long Beach Road, Rockville Centre, NY 11570 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-09-01 |
| CT | RA | APPROVED | 2019-03-01 |
Branch Locations
30 Old Kings Hwy S, Darien, CT 06820 • United States
9 South Long Beach Road, Rockville Centre, NY 11570 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North Star Wealth Investors | Darien | CT | 01/2010 | Present |
| The Pinnacle Financial Group | Darien | CT | 10/2013 | Present |
| Lpl Financial Llc | Darien | CT | 01/2010 | Present |
1. 1/20/2010: DBA ONLY - NORTH STAR WEALTH INVESTORS, LLC - TIME SPENT 95% - DARIEN, CT. 2. 6/3/2014: REGISTERED INVESTMENT ADVISOR - (HYBRID) THE PINNACLE FINANCIAL GROUP - TIME SPENT 75% - DARIEN, CT. 3. 10/29/2014: REGISTERED INVESTMENT ADVISOR DBA - THE PINNACLE FINANCIAL GROUP - (HYBRID) - DBA: NORTH STAR WEALTH INVESTORS LLC - 80 HOURS PER MONTH/4 HOURS DURING TRADING - DARIEN, CT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-03 |
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