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 |
|---|---|---|---|
| SC | RA | APPROVED | 2023-02-13 |
| CT | RA | APPROVED | 2004-05-10 |
Branch Locations
180 Glastonbury Boulevard Suite 400, Glastonbury, CT 06033 • United States
3 Enterprise Drive Fourth Floor, Shelton, CT 06484 • United States
5 Maple Street, Bristol, CT 06010 • United States
Bluffton, SC • United States
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-01-09 |
| CT | RA | APPROVED | 2005-02-14 |
Branch Locations
180 Glastonbury Boulevard Suite 400, Glastonbury, CT 06033 • United States
5 Maple Street, Bristol, CT 06010 • United States
Bluffton, SC • United States
Bristol, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 04/2004 | Present |
| Investmark Advisory Services, Inc. | Fairfield | CT | 04/2004 | 12/2016 |
| Investmark Financial Services, Inc. | Glastonbury | CT | 02/2004 | 01/2017 |
| Investmark Advisory Group Llc | Shelton | CT | 01/2017 | Present |
1. Investmark Advisory Group, LLC, SEC REGISTERED INVESTMENT ADVISOR, AS INVESTMENT ADVISER REPRESENTATIVE, PROVIDING FINANCIAL PLANNING/CONSULTING AND ASSET MANAGEMENT ADVISORY SERVICES FOR FEE, SPENDS 60% TIME, INVESTMENT RELATED. 2.COMMONWEALTH FINANCIAL NETWORK; REGISTERED REP/ADVISORY REP;INVESTMENT RELATED; APPROXIMETELY 40% OF TIME
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-04-15 |
Reach out to this advisor