Best Investors
Account
Sign in
Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-01-26 |
| TX | RA | APPROVED | 2024-01-26 |
Branch Locations
433 South Main Street, West Hartford, CT 06110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | West Hartford | CT | 05/2016 | 09/2021 |
| Rhode Island Beach Home Rental | Avon | CT | 05/2018 | 04/2020 |
| Raymond James Financial Services, Inc. | West Hartford | CT | 09/2021 | 01/2024 |
| Raymond James Financial Services Advisors, Inc. | West Hartford | CT | 09/2021 | 01/2024 |
| Marinelli Wealth Management | West Hartford | CT | 09/2021 | Present |
| Morgan Stanley Smith Barney Llc | West Hartford | CT | 01/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2024 | Present |
(2) White Pearl, LLC / Ludlow, VT / Business Owner / Owner/Proprietor / Non-Investment Related / Start 01-December-2020 / 0-1 hours devoted per month / 0-1 during trading hours / This is simply an LLC that my ski home is owned in for Estate Planning Purposes. We do not rent and this is NOT A FOR PROFIT ORGANIZAION even though the drop down below only gives that option???
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-25 |
Reach out to this advisor