Best Investors
Account
Sign in
628 Hebron Avenue Suite 306, Glastonbury, CT 06033 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2020-04-24 |
| TX | RA | APPROVED_RES | 2017-07-26 |
Branch Locations
628 Hebron Avenue Suite 306, Glastonbury, CT 06033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | West Hartford | CT | 12/2014 | 03/2017 |
| Bank Of America, N.A. | Hartford | CT | 02/2007 | 03/2017 |
| Rossmore Private Capital, Llc | Rocky Hill | CT | 05/2017 | Present |
MALTA HOUSE OF CARE, INC. ADDRESS OF BUSINESS: 136 FARMINGTON AVENUE, HARTFORD, CT 06105. NATURE OF BUSINESS: CHARITABLE ORGANIZATION. POSITION, TITLE ASSOCIATION: DIRECTOR. START DATE OF RELATIONSHIP: 2/28/2012. NUMBER OF HOURS DEVOTED: 75 HOURS ANNUALLY. NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 25 HOURS ANNUALLY. DUTIES: PURPOSE OF. MALTA HOUSE OF CARE IS TO PROVIDE PRIMARY CARE MEDICAL SERVICES TO UNINSURED RESIDENTS IN THE GREATER HARTFORD AREA. MY RESPONSIBILITIES INCLUDE BOARD CHAIR AND FINANCE COMMITTEE MEMBERSHIP; THOUGH THESE ROLES, I PROVIDE GOVERNANCE/BOARD LEADERSHIP, AND FIDUCIARY OVERSIGHT WITH RESPECT TO MANAGEMENT OF THE CLINIC, ITS FUNDRAISING/ ACTIVITIES, AND ITS FINANCIAL ACCOUNTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-21 |
Reach out to this advisor