Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-18 |
| CT | RA | APPROVED | 2026-05-22 |
Branch Locations
545 Long Wharf Drive 7Th Floor, New Haven, CT 06511 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Wallingford | CT | 05/2021 | 11/2025 |
| Northeast Wealth Solutions (Voya Financial) | Wallingford | CT | 11/2020 | 05/2021 |
| Austin Mcguire Company | Norwalk | CT | 10/2019 | 11/2020 |
| Sacred Heart University | Fairfield | CT | 08/2017 | 07/2019 |
| Albertus Magnus College | New Haven | CT | 08/2013 | 05/2017 |
| Morgan Stanley | New Haven | CT | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-22 |
Reach out to this advisor