Best Investors
Account
Sign in
One Bedford Farms Drive Suite 100, Bedford, NH 03110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2022-01-19 |
Branch Locations
One Bedford Farms Drive Suite 100, Bedford, NH 03110 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2021-11-12 |
Branch Locations
1 Bedford Farms Dr Ste 100, Bedford, NH 03110-6524 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstate Insurance Company | Derry | NH | 03/1996 | 09/2021 |
| Joe Suozzo Insurance Corp | Derry | NH | 09/2012 | 09/2021 |
| Lpl Financial, Llc | Bedford | NH | 09/2021 | Present |
| Eagle Point Investment Advisors, Inc. | Bedford | NH | 09/2021 | 12/2021 |
| Eagle Point Investment Advisors, Inc. | Bedford | NH | 01/2022 | Present |
| Allstate Financial Services, Llc | Derry | NH | 05/2000 | 09/2021 |
1) 9/2021 - DBA for LPL Business (entity for LPL business) - Eagle Point Investment Advisors, Inc - Investment Related - Bedford, NH 03110 2) 12/28/2021 - Eagle Point Investment Advisors Inc - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Started 01/01/2022 - 3 Hours Per Month During Securities Trading - I provide financial planning and consulting services through , an independent investment advisor firm. I started this business activity in 01/2022. I expect to spend approximately 3 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-19 |
Reach out to this advisor