Best Investors
Account
Sign in
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2019-05-01 |
Branch Locations
697 Pomfret Street, Pomfret Center, CT 06259 • United States
392-A Merrow Road, Tolland, CT 06084 • United States
211 Kennedy Drive, Putnam, CT 06260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| People's United Bank, Inc. | Bridgeport | CT | 06/2014 | 01/2017 |
| People's United Bank, N.A. | Bridgeport | CT | 02/2017 | 01/2019 |
| People's Securities, Inc. | Bridgeport | CT | 11/2017 | 01/2019 |
| People's United Advisors, Inc. | Bridgeport | CT | 04/2018 | 01/2019 |
| Commonwealth Financial Network | Waltham | MA | 01/2019 | 03/2019 |
| Weiss, Hale & Zahansky Strategic Wealth Advisors | Pomfret Center | CT | 01/2019 | 03/2019 |
| Weiss, Hale & Zahansky Strategic Wealth Advisors | Pomfret Center | CT | 03/2019 | 10/2024 |
| Commonwealth Financial Network | Waltham | MA | 03/2019 | Present |
| Whz Strategic Wealth Advisors | Pomfret Center | CT | 10/2024 | Present |
1. Fixed insurance sales; As of 9/24/2019; 5% time spent during business hours; Conducted at branch location; Investment related. 2. Co-owner, WHZ Strategic Wealth Advisors LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 7/08/2025; % time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-03-20 |
Reach out to this advisor