Best Investors
Account
Sign in
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-09 |
| NH | RA | APPROVED | 2016-11-14 |
Branch Locations
149 Emerald Street Unit B, Keene, NH 03431 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Northfield, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Keene | NH | 03/2011 | 11/2016 |
| Raymond James Financial Services, Inc. | Keene | NH | 11/2016 | 05/2022 |
| Steward Partners Investment Advisory, Llc | Keene | NH | 11/2016 | Present |
| Steward Partners Global Advisory, Llc | Keene | NH | 11/2016 | Present |
| Steward Partners Investment Solutions, Llc | Keene | NH | 05/2022 | Present |
1)Name of Business : Steward Partners Investment Advisory LLC Address: 34 West Str,Keene, NH Nature of the Business: Independent RIA Position/Title: Investment Adviser Investment Related:Yes Start Date: 11/03/2016 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: provide admin support and Advisory services for clients 2)BIG BROTHERS BIG SISTERS OF FRANKLIN COUNTY. NON-PROFIT AGENCY. GREENFIELD, MA. 20 HRS PER MONTH, 0 DURING TRADING HRS. STARTED:09/2013. NOT INVESTMENT RELATED. BOARD MEMBER. 3. Name of Business : Monadnock Capital Group Address: 34 West St,Keene, NH Nature of the Business: Support Company/DBA (Owner) Position/Title: Support Company/DBA (Owner) Investment Related:No Start Date: 04/27/2017 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Support Staff
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-03 |
Reach out to this advisor