Best Investors
Account
Sign in
538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2022-03-15 |
| VT | RA | APPROVED | 2022-03-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Bank N.A. | Manchester | NH | 12/2017 | 06/2021 |
| Td Private Client Wealth Llc | Manchester | NH | 12/2017 | 06/2021 |
| Td Bank | Toronto | 03/2016 | 11/2017 | |
| Ledyard Financial Advisors | Hanover | NH | 07/2021 | Present |
| Infinex Investments, Inc. | Meriden | CT | 03/2022 | Present |
1.)Ledyard Financial Advisors | Investment Related | 2 Maple St Hanover, NH 03755 | Trust- Estate Planning for Clients at Ledyard Financial Advisors | Managing Director of the Trust / Financial Advisor Division of Ledyard National Bank | 7/6/2021 | 200 hours a month, 136 during market hours | Lead the strategic direction 2)DeRosa Capital LLC | Investment Related | 3401 Old Vineyard Rd, Winston-Salem NC 27103; 4340 Johnsborough Ct, Winston-Salem NC 27104; 1270 Village Drive Lexington KY 40504; 1740 Jennifer Rd Lexington KY 40505; 1261 Village Drive Lexington KY 40504 | Multi-Family Rental Real Estate | Limited Partner, Member | 0 hours per month | Investor in Real Estate Syndication (Limited Partner) 3.) Vision 2918 Strategies LLC (Holding Company) owns PEGFETCH LLC (Operating Company) . Children's Book Sales Promotion. Not investment related. Started 8/2023. Approx 5 -10 hours per month not during trading hours. New book release.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-30 |
Reach out to this advisor