Best Investors
Account
Sign in
Best Investors
Account
Sign in
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| CT | RA | APPROVED | 2019-02-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gulish & Associates | Shelton | CT | 09/2010 | 10/2025 |
| Lpl Financial Llc | Shelton | CT | 03/2011 | 02/2019 |
| Commonwealth Financial Network | Waltham | MA | 02/2019 | Present |
| Connecticut Financial Group, Llc | Cheshire | CT | 10/2025 | Present |
1. Fixed insurance sales; as of 7/25/2022; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Connecticut Financial Group, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 10/09/2025; 100% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-17 |
Reach out to this advisor