Best Investors
Account
Sign in
Best Investors
Account
Sign in
100 Great Meadow Road Suite 701, Wethersfield, CT 06109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2024-10-10 |
Branch Locations
100 Great Meadow Road Suite 701, Wethersfield, CT 06109 • United States
128 Lakeside Ave Suite 103, Burlington, VT 05401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Securities Llc | San Juan | PR | 05/2015 | 10/2016 |
| Equity Services Inc | Montpelier | VT | 10/2016 | 04/2019 |
| Equity Services Inc | Montpelier | VT | 04/2019 | 04/2022 |
| Hammond Iles Wealth Advisors | Wethersfield | CT | 04/2022 | 03/2024 |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2022 | 03/2024 |
| Folger Nolan Fleming Douglas Inc. | Washington | DC | 04/2024 | 09/2024 |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2024 | Present |
| Hammond Iles Wealth Advisors | Wethersfield | CT | 09/2024 | Present |
| Hammond Iles Wealth Advisors | Burlington | VT | 09/2024 | Present |
1) Kelly Financial Group, LLC d/b/a Hammond Iles Wealth Advisors 2. Investment related 3. 128 Lakeshore Dr., Burlington, VT 4. RIA 5. CCO, Financial Coach 6. CCO and Financial Coach 7. September 2024 8. 160 hrs/mo 9. 140 hrs during trading 10. Compliance and customer service 2) Scott R Solod Trustee 2. Not investment related 3. 67 McClellan Farm rd Underhill VT 05489 4. Immediate family trust 5.Trustee 6. Trustee 7. August 2012 8. Less than 1 9. Less than 1 10. Trustee 3) The Old McClellan Farm Owners Association 2. Not investment related 3. 67 McClellan Farm Rd., Underhill, VT 4. HOA 5. Registered Agent 6. Registered Agent 7. April 2018 8. Less than 1 9. Less than 1 109. File Biennial Report Notice with the State of Vermont
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-24 |
Reach out to this advisor