Best Investors
Account
Sign in
One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-13 |
| CT | RA | APPROVED | 2018-05-30 |
| NJ | RA | APPROVED | 2015-02-19 |
Branch Locations
52 North Plank Rd Suite 3, Newburgh, NY 12550 • United States
One Huntington Quadrangle Suite 1C01, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors, Inc. | Newburgh | NY | 02/2015 | Present |
NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 52 NORTH PLANK RD STE 1; PATERSON; NJ; 7514; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 2/2/2015; 160; 160; SALE OF FIXED INSURANCE PRODUCTS. NAME OF ENTITY:Capitol Realty; No; 114 Bloomfield Avenue; Hartford; CT; 06105; Real Estate; Salesperson; 10/1/2020; 20; 0; List and sell/Lease residential and commercial real estate. Represent buyers and sellers in real estate transactions.Respond to customer inquiries, refer customers to the real estate broker.| BERKSHIRE HATHAWAY HOMESERVICES POSITION: Salesperson NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 07/17/2023 ADDRESS: 970 Farmington Avenue, West hartford CT 06107, United States DESCRIPTION: List and sell/Lease residential and commercial real estate. Represent buyers and sellers in real estate transactions.Respond to customer inquiries, refer customers to the real estate broker.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-12 |
| S65 | Uniform Investment Adviser Law Examination | 1998-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-03 |
Reach out to this advisor