Best Investors
Account
Sign in
Best Investors
Account
Sign in
75 State Street Suite 100, Pmb 4410, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2013-04-11 |
Branch Locations
75 State Street Suite 100, Pmb 4410, Boston, MA 02109 • United States
Norwalk, CT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2009-02-03 |
Branch Locations
Norwalk, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frank Russell Capital Inc. | Tacoma | WA | 07/2004 | Present |
| Russell Fund Distributors, Inc., Part Of Russell Investments | Southport | CT | 01/2008 | Present |
| Culpepper Group Llc | Fairfield | CT | 01/2009 | Present |
NEW ENGLAND RETIREMENT CONSULTANTS, LLC INVESTMENT ADVISER UNDER SECTION 203 (C) OF THE INVESTMENT ADVISER ACT OF 1940 WITH THE SECURITIES AND EXCHANGE COMMISSION. 470 ATLANTIC AVENUE, 4TH FLR BOSTON MA 02210 SOLICITOR MANAGING DIRECTOR START DATE - 9/7/2010 DEVOTE APPROXIMETLY 60 HOURS PER MONTH FOR SOLICITING TO QUALIFIED PENSION PLANS Culpepper RFP, LLC Owner 515 West Avenue ph72 Norwalk CT 06850 Start date 03/2022 20 hours a month DOL Cybersecurity, LLC 515 West Avenue ph72 Norwalk CT 06850 Managing Partner Start date= 11/2022 20 hours a month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-13 |
Reach out to this advisor