Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-07-06 |
| TX | RA | APPROVED | 2026-07-06 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Danbury | CT | 12/2022 | 06/2026 |
| Valenti Audi | Watertown | CT | 01/2017 | 06/2017 |
| Danbury Auto Group | Danbury | CT | 06/2017 | 09/2017 |
| Audi Danbury | Danbury | CT | 09/2017 | 04/2019 |
| Audi Greenwich | Greenwich | CT | 04/2019 | 07/2019 |
| Miller Motorcars | Westport | CT | 08/2019 | 11/2019 |
| Volvo Westport | Westport | CT | 12/2019 | 08/2020 |
| Bmw Of Ridgefield | Ridgefield | CT | 09/2020 | 12/2021 |
| Western Ct Federal Credit Union | Bethel | CT | 01/2016 | 12/2016 |
| Polestar Westport | Westport | CT | 12/2021 | 10/2022 |
| Northwestern Mutual | Norwalk | CT | 10/2022 | 12/2022 |
| Bank Of America N.A. | Danbury | CT | 12/2022 | 06/2026 |
| Wells Fargo Clearing Services, Llc | Danbury | CT | 06/2026 | Present |
I*1354253 For profit or not for profit: Entity For Profit Name of outside business organization: Amazon Flex Investment related: N Address of business: OBA, OBA, OBA Nature of business: ["Corporation"] Position, title, association: ["Consultant/Independent Contractor"], Start date of relationship: 6/24/2023 Number of hours devoted: 8 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Per diem package delivery
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-18 |
Reach out to this advisor