Best Investors
Account
Sign in
Best Investors
Account
Sign in
265 Church Street Suite 501, New Haven, CT 06510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2021-10-28 |
Branch Locations
265 Church Street Suite 501, New Haven, CT 06510 • 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 |
|---|---|---|---|---|
| Commonfund | Wilton | CT | 03/2014 | 09/2021 |
| Kreitler Financial | New Haven | CT | 09/2021 | Present |
Business Name: Petruzzello Transport, Inc. Investment Related: No. Address: 644 Amity Road Bethany CT 06524. Nature of other business: For profit corporation. Family-owned trucking company. Position/Title: Board of Directors Secretary. Start Date: 12/01/17. Hours per Month:0 Hours per Month during Trading hours: 0 Briefly describe your duties? Board of Directors Secretary.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-03 |
Reach out to this advisor