Best Investors
Account
Sign in
51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2024-01-08 |
Branch Locations
56 West Twin Oaks Terrace Suite 1, South Burlington, VT 05403 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Endicott College | Beverly | MA | 09/2015 | 05/2019 |
| New York Life Insurance Company | Colchester | VT | 07/2018 | Present |
| Nylife Securities Llc | Colchester | VT | 09/2018 | Present |
| Naturals! | Beverly | MA | 02/2018 | 06/2019 |
| Scott Letcher | Johnson | VT | 06/2016 | 09/2018 |
| Eagle Strategies Llc | Colchester | VT | 07/2021 | Present |
| Hadley Financial Group | Burlington | VT | 03/2023 | Present |
[OPERATING UNDER THE DBA NAME OF Hadley Financial Group FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; BURLINGTON VT; START DATE: 03/2023] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 56 West Twin Oaks Terrace Suite 1 South Burlington, VT 05403; Start Date 03/2023; Role/Title: Insurance Broker; Investment Related; 3 hours per month; 3 hours per month during securities trading hours; Referring groups to AFLAC. Brokering insurance][Foxcroft Home Owners Association; Helping to run the HOA that I live in; 178 Hayes Ave South Burlington, VT 05403; Start Date 01/2025; Role/Title: Board Member; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours][Rental Property; Renting a condo; 162 Hayes Ave South Burlington, VT 05403; Start Date 05/2026; Role/Title: Owner; Investment Related; 2 hours per month; 0 hours per month during securities trading hours; collect rent]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-13 |
Reach out to this advisor