Best Investors
Account
Sign in
Best Investors
Account
Sign in
3 Enterprise Drive Fourth Floor, Shelton, CT 06484 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2011-03-15 |
Branch Locations
3 Enterprise Drive Fourth Floor, Shelton, CT 06484 • United States
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2007-07-09 |
Branch Locations
3 Enterprise Drive Suite 401, Shelton, CT 06484 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investmark Financial Services, Inc. | Fairfield | CT | 02/2004 | 01/2017 |
| Commonwealth Financial Network | Waltham | MA | 02/2005 | Present |
| Iag, Llc | Stratford | CT | 03/2011 | 12/2016 |
| Investmark Advisory Group Llc | Shelton | CT | 01/2017 | Present |
| Investmark Advisory Services, Inc. | Fairfield | CT | 02/2004 | 12/2016 |
| Commonwealth Financial Network | Waltham | MA | 07/2007 | Present |
1. IAR (ADVISORY REP) OF RIA; INVESTMARK ADVISORY GROUP LLC; SPENDING APPROX 50% OF TIME PROVIDING ASSET MANAGEMENT, FINANCIAL PLANNING/CONSULTING SERVICES TO CLIENTS - INVESTMENT RELATED. 2. FIXED INSURANCE SALES; DBA INVESTMARK; INVESTMENT RELATED; AT BRANCH LOCATION; 5% to 10% OF TIME SPENT 3. COMMONWEALTH FINANCIAL NETWORK; REGISTERED REP/ADVISORY REP;INVESTMENT RELATED; SPENDING APPROX 40% OF TIME
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-30 |
Reach out to this advisor