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 | 2019-11-05 |
| CT | RA | APPROVED | 2001-09-25 |
Branch Locations
10 N Main St Ste 213, West Hartford, CT 06107-1941 • United States
Ivoryton, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linsco/Private Ledger Corp. | Farmington | CT | 09/2001 | Present |
1. INDEPENDENT INSURANCE AGENT SELLING LIFE, DISABILITY, LONG TERM CARE AND HEALTH INSURANCE AND FIXED AND INDEXED ANNUITIES / WETHERSFIELD, CT / APPROVED 3-3-03 2. INVOLVEMENT AS AN INDEPENDENT INSURANCE AGENT SELLING FIXED ANNUITIES / FARMINGTON, CT / APPROVED JANUARY 31, 2005 3. 01/18/2005 - DBA ONLY, VALERIE E. THOMAS & ASSOCIATES, LLC. 4. 06/26/2019 - Burr Capital Advisors, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 07/01/2019 - 180 Hours Per Month/8 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-12 |
Reach out to this advisor