Best Investors
Account
Sign in
Best Investors
Account
Sign in
Hancock, NH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2019-09-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Print Exchange Inc. Dba Thomas Villeneuve | Hancock | NH | 02/2004 | 02/2017 |
| Baltimore Life | Carlisle | PA | 05/2017 | 08/2017 |
| New York Life Insurance Co. | South Portland | ME | 08/2017 | 07/2018 |
| Nylife Securities Llc | South Portland | ME | 10/2017 | 07/2018 |
| New York Life Insurance Co | Berwin | PA | 02/2012 | 05/2017 |
| Citizens Securities, Inc. | Keene | NH | 07/2018 | 08/2019 |
| Monadnock Retirement Solutions, Llc | Hancock | NH | 08/2019 | Present |
Independent Insurance Agent - Life and Health Insurance Licensed - approximately 10% of his time per month. UNH CHESHIRE ACADEMY OF LIFELONG LEARNING; NON-INVESTMENT RELATED; KEENE, NH; PART-TIME INSTRUCTOR; START - 01/2024; 5 HRS/MO DURING TRADING; PROVIDING BASIC FINANCIAL EDUCATION
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-03 |
| S65 | Uniform Investment Adviser Law Examination | 2006-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-14 |
Reach out to this advisor