Best Investors
Account
Sign in
Best Investors
Account
Sign in
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-08-11 |
Branch Locations
30 Tower Lane Suite 450, Avon, CT 06001 • United States
83 Wooster Heights Road Suite 125, Danbury, CT 06810 • United States
15 Meadow Street Unit 1, Litchfield, CT 06759 • United States
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
1921 Boston Post Road #8, Westbrook, CT 06492 • United States
55 Merritt Boulevard Suite 108, Trumbull, CT 06611 • 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 |
|---|---|---|---|---|
| Ns Capital Llc | Stamford | CT | 03/2020 | 05/2021 |
| Fidelity Investments | New York | NY | 07/2015 | 09/2016 |
| Fidelity Investments | New York | NY | 09/2016 | 09/2018 |
| Fidelity Investments | New York | NY | 09/2018 | 03/2020 |
| Modern Advisors Llc | New York | NY | 06/2021 | 06/2023 |
| Sanford C. Bernstein & Co., Llc. | New York | NY | 07/2023 | 07/2024 |
| Unemployed | Waterbury | CT | 07/2024 | 03/2025 |
| Henley & Partners | New York | NY | 03/2025 | 06/2025 |
| Retirement Income Source Sfg | Westbrook | CT | 06/2025 | Present |
| Sound Income Strategies, Llc | Fort Lauderdale | FL | 08/2025 | Present |
1. Retirement Income Source SFG - Fixed Insurance Sales - 08/2025 - present - Investment related - Sales of fixed annuities, fixed insurance, and life insurance - 1921 Boston Post Road, #8, Westbrook, CT 06498. This will encompass approximately 50% of business hours. 2. Retirement Income Source SFG - Client Acquisition Advisor - 06/2025 - present - Investment Related- Recruiting new clients for investment advisory services and fixed insurance sales - 1921 Boston Post Road, #8, Westbrook, CT 06498. This will encompass approximately 50% of business hours. 3. Retirement Income Source, LLC DBA - 06/2025 - present - Investment Related - 1921 Boston Post Road, #8, Westbrook, CT 06498. The Retirement Income Source is used to market to prospective clients for Investment Advisory and Fixed Insurance services. This will not encompass any business hours. 4. Scranton Financial Group, LLC DBA Retirement Income Source - 06/2025 - present - Investment Related - 1921 Boston Post Road, #8, Westbrook, CT 06498. The Retirement Income Source is used to market to prospective clients for Investment Advisory and Fixed Insurance services. This will not encompass any business hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-08-14 |
| S66 | Uniform Combined State Law Examination | 2014-08-01 |
Reach out to this advisor