Best Investors
Account
Sign in
538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-05-07 |
| CT | RA | APPROVED | 2025-04-02 |
Branch Locations
61 North Main Street, East Longmeadow, MA 01028 • 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 |
|---|---|---|---|---|
| Santander Bank Na | Wethersfield | CT | 09/2015 | 04/2017 |
| Santander Securities Llc | San Juan | PR | 09/2015 | 04/2017 |
| Conri Llc | West Springfield | MA | 04/2017 | 11/2018 |
| People'S Securities, Inc. | Bridgeport | CT | 11/2018 | 01/2020 |
| People'S United Advisors, Inc. | Bridgeport | CT | 11/2018 | 01/2020 |
| Citizens Securities, Inc. | Middletown | CT | 01/2020 | 05/2023 |
| Wells Fargo Clearing Services, Llc | Madison | CT | 05/2023 | 12/2023 |
| Wells Fargo Bank, Na | Madison | CT | 05/2023 | 12/2023 |
| Agemy Wealth Advisors, Llc | Guilford | CT | 12/2024 | 03/2025 |
| Unemployed | Middletown | CT | 12/2023 | 11/2024 |
| Osaic Institutions, Inc. | Meriden | CT | 03/2025 | Present |
| Monson Savings Bank | East Longmeadow | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-20 |
Reach out to this advisor