Best Investors
Account
Sign in
Best Investors
Account
Sign in
1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-10-24 |
Branch Locations
1551 Boston Post Road 2Nd Floor, Westbrook, CT 06498 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Essex | CT | 11/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Essex | CT | 11/2016 | 10/2023 |
| Janney Montgomery Scott Llc | Westbrook | CT | 10/2023 | Present |
BH CARE, North Branford, CT. Board Member (08/2025) - attend bi-monthly meetings. Not compensated, not investment related, 2 hours/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-22 |
Reach out to this advisor