Best Investors
Account
Sign in
Best Investors
Account
Sign in
55 Merritt Blvd, Trumbull, CT 06611 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-13 |
| CT | RA | APPROVED | 2025-07-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ozeck Financial Group | Hamden | CT | 01/2016 | 07/2025 |
| Cfs Securities, Inc. | Hamden | CT | 10/2017 | 07/2025 |
| Cooper Financial Services, Inc | Hamden | CT | 03/2022 | 07/2025 |
| Fao Wealth Inc | Trumbull | CT | 07/2025 | Present |
| Fao Wealth Inc | Trumbull | CT | 07/2025 | Present |
FAO WEALTH INC. Investment related: yes Address: Trumbull, CT nature: Insurance Position: Insurance Agent Start: 07/2025 Hours/month: 10 during securities: 2.5
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-10 |
Reach out to this advisor