Best Investors
Account
Sign in
Best Investors
Account
Sign in
9 Union Square Unit #1123, Southbury, CT 06488 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-10 |
Branch Locations
9 Union Square Unit #1123, Southbury, CT 06488 • United States
Lafayette, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Lafayette | CA | 08/2015 | 04/2024 |
| Rbc Global Asset Management (Us) Inc. | Boston | MA | 08/2015 | 04/2024 |
| Newday Impact Investing | Tiburon | CA | 04/2024 | Present |
1) Name: Packet Dynamics LLC Adddress: 225 S Locust St., Denver, CO 80224 Business Description: Service Disabled Veteran-owned Small Business providing sustainable energy consulting services to military installations. Start Date: 01/14/2021 Capacity: Committee/Council member (not associated with the Board Of Directors);Consultant Duties: Consulting/advising on environmental sustainability, business strategy, market positioning
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-03-20 |
| S65 | Uniform Investment Adviser Law Examination | 2006-05-18 |
| S66 | Uniform Combined State Law Examination | 2000-10-03 |
Reach out to this advisor