Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-12-06 |
| VT | RA | APPROVED | 2023-12-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vermont Expos, Inc. Dba Vermont Lake Monsters | Executive Director - Business Development | VT | 12/2014 | 09/2020 |
| Silverlake Wealth Management, Llc | Williston | VT | 09/2020 | 12/2023 |
| Lpl Financial Llc | Georgia | VT | 12/2023 | Present |
1) 11/20/2023 - Cloutier Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 11/20/2023 - FB Marketplace Sales - reselling household items - Vermont 05478 - Non investment related - 1 Hour per month - Start date: 01/01/2015. 3) 12/06/2023 - Cloutier Wealth Management - Non-Inv Related - At Reported Business Location(s) - Business Entity - Started: 12/06/2023 - 160 Hrs/Mo; 8 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-08 |
Reach out to this advisor