Best Investors
Account
Sign in
Best Investors
Account
Sign in
149 Emerald St Suite M2/M3, Keene, NH 03431 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2024-10-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Keene | NH | 07/2015 | 11/2016 |
| Raymond James Financial Services, Inc. | Keene | NH | 11/2016 | 05/2022 |
| Steward Partners Global Advisory, Llc | Keene | NH | 11/2016 | 10/2024 |
| Steward Partners Investment Advisory, Llc | Keene | NH | 11/2016 | 10/2024 |
| Steward Partners Investment Solutions, Llc | Keene | NH | 05/2022 | 10/2024 |
| Birch Financial Group | Keene | NH | 06/2024 | Present |
1) Poodiack Wealth Management Group. Address: Keene, NH Nature of the Business: Support Company/DBA (Owner) Position/Title: Support Company/DBA (Owner) Investment Related: No Start Date: 11/03/2016 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Financial Advisor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-05 |
Reach out to this advisor