Best Investors
Account
Sign in
116 Washington Avenue Floor 3, North Haven, CT 06473 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-08 |
| DE | RA | APPROVED | 2019-02-08 |
| CT | RA | APPROVED | 2018-01-12 |
Branch Locations
116 Washington Avenue Floor 3, North Haven, CT 06473 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | North Haven | CT | 01/2010 | 12/2017 |
| Northstar Wealth Partners, Llc | West Hartford | CT | 01/2015 | 01/2018 |
| Morrissey Wealth Management Llc | North Haven | CT | 12/2017 | Present |
| Purshe Kaplan Sterlings Investments | Albany | NY | 01/2018 | 12/2019 |
| Retire With Ryan Llc | North Haven | CT | 03/2023 | Present |
1)RBR HOMES LLC; NOT INVESTMENT RELATED; 116 WASHINGTON AVE Floor 3 NORTH HAVEN, CT 06473; MANAGE AND OWN SEVERAL RENTAL PROPERTIES; OWNER/MANAGER; 07/2014; 4 HOURS/MONTH; 0 HOURS DURING SECURITIES HOURS; PROPERTY MANAGEMENT 2) Retire with Ryan LLC; investment related, only educational; 116 Washington Avenue, 3rd Floor, North Haven, CT 06473; Education/entertainment; President; 03/2023; 4hr/mos; 0hrs during trading hours; Produce educational content through podcasts, videos, classes, and speaking engagements.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-09-21 |
Reach out to this advisor