Best Investors
Account
Sign in
Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-10-16 |
Branch Locations
275 Grove St Ste 1W-305, Auburndale, MA 02466 • United States
Old Saybrook, CT • United States
30 Man Mar Dr Ste 14, Plainville, MA 02762-2271 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Leap Media Solutions | Old Saybrook | CT | 04/2016 | 01/2017 |
| Shore Publishing | Madison | CT | 01/2017 | 10/2017 |
| Northstar Wealth Partners | Old Saybrook | CT | 01/2017 | 08/2020 |
| Connecticut Wealth Management | Farmington | CT | 08/2020 | 04/2021 |
| Connecticut Wealth Management, Llc | Farmington | CT | 08/2020 | 05/2021 |
| Lpl Financial Llc | Old Saybrook | CT | 10/2017 | 02/2023 |
| Delta Wealth Management | Old Saybrook | CT | 05/2021 | 01/2023 |
| Sullivan Financial | Old Saybrook | CT | 02/2023 | 06/2025 |
| Sullivan Financial, Llc | Essex | CT | 02/2023 | 06/2025 |
| Northstar Wealth Partners | Old Saybrook | CT | 10/2017 | 07/2020 |
| Leap Media Solutions | Old Saybrook | CT | 05/2016 | 01/2017 |
| Ameriprise Financial Services, Llc | Auburndale | MA | 06/2025 | Present |
Outside Employment; Netflows, LLC; Associate Financial Advisor. Paid through Netflows, LLC; Manage advisory business; 275 Grove Street, Suite 1W-305, , Auburndale, MA, 02466; Investment-Related; 01/01/2026; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-28 |
| S66 | Uniform Combined State Law Examination | 2022-05-26 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-17 |
Reach out to this advisor