Best Investors
Account
Sign in
20B Hampton Road, Exeter, NH 03833 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2023-08-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Wealth Group Llc | White River Junction | VT | 01/2016 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2016 | Present |
1)Summit Wealth Group, LLC, Investment related, White River Junction, VT, Registered Investment Advisor, Partner, 2016, 40 hrs/month, 40 hrs during trading hrs 2)Commonwealth Planning Group, not investment related, Boston, MA, Group Benefits Planning, Outsources group benefits to commonwealth planning, 2012-present, 1 hour/year 3) COMMONWEALTH ADVANTAGE. Group benefits, Boston, MA, 01/2007, 0 hrs/month, 0 during trading hrs, refers clients who need group benefits to them. 4)Weston playhouse theatre group, not investment related, Main ST, Weston, VT, theater production, BOARD MEMBER, SINCE 10/2015, 5 HOURS PER MONTH, NONE DURING TRADING. Reviews and assists in business decisions as it relates to the theater company. 5) upper valley hostel, not investment related, 17 E south st, hanover, NH, housing for families & patients of DMHC, Board Member, 11/2015, 1 hr/month, 0 during trading hrs, reviews & assists in management decisions related to the business. 6) Purshe Kaplan Sterling Financial, not investment related, 18 Corporate Woods Blvd, Albany, NY 12211, insurance, insurance agent, 01/2016, 15/hrs a month, 0 during trading hrs, reviews & manages insurance related business for clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-06 |
Reach out to this advisor