Best Investors Account Sign in
Inactive

William Robert Pfeiffer

Ridgepoint Wealth Advisors LLC

Tolland, CT

Claim This Profile
Current Employers
Ridgepoint Wealth Advisors Llc

Tolland, CT • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2023-02-23
  • CT RA
    APPROVED
    Since 2023-02-23

Branch Locations

Tolland, CT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New England Guild Wealth Advisors Avon CT 10/2012 12/2022
Connecticut Wealth Management Farmington CT 12/2022 01/2023
Ridgepoint Wealth Advisors Llc Tolland CT 01/2023 Present
  • 10/2012 → 12/2022
    New England Guild Wealth Advisors
    Avon, CT
  • 12/2022 → 01/2023
    Connecticut Wealth Management
    Farmington, CT
  • 01/2023 → Present
    Ridgepoint Wealth Advisors Llc
    Tolland, CT
Previous Registrations
  • 2014-01-15 → 2022-12-31
    New England Guild Wealth Advisors, Inc.
    Avon, CT
    Hartford, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-01-15
  • S65 Uniform Investment Adviser Law Examination
    2014-01-15
Designations
Other Names
  • William Robert Pfeiffer

View on SEC IAPD

More in Tolland, CT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor