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 |
|---|---|---|---|
| CT | RA | APPROVED | 2025-07-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Wilton | CT | 11/2013 | 12/2020 |
| Wealth Strategies Of America, Inc. | Wilton | CT | 12/2013 | 12/2020 |
| Ameriprise Financial Services, Llc | Greenwich | CT | 12/2020 | 05/2021 |
| Sovereign Financial Group, Inc. | Stamford | CT | 06/2021 | 11/2022 |
| Ameriprise Financial Services, Llc | Westport | CT | 11/2022 | 05/2025 |
| Gulish & Associates, Inc. | Shelton | CT | 05/2025 | Present |
| Commonwealth Financial Network | Waltham | MA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-09 |
Reach out to this advisor