Best Investors
Account
Sign in
Best Investors
Account
Sign in
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-02-07 |
Branch Locations
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Rochester, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities, Llc | Providence | RI | 10/2014 | 11/2018 |
| New York Life Insurance Co | Providence | RI | 09/2014 | 11/2018 |
| Beau Coeur Equestrian | Warren | RI | 08/2000 | Present |
| Eagle Strategies Llc | Johnston | RI | 04/2017 | 11/2018 |
| Mass Mutual Life Insurance Company | Warwcik | RI | 09/2018 | 01/2020 |
| Mml Investors Services | Warwick | RI | 11/2018 | 01/2020 |
| Belpointe Insurance, Llc | Greenwich | CT | 01/2020 | Present |
| Belpointe Asset Management, Llc | Reno | NV | 01/2020 | Present |
| Apercu Business Advisors | Rochester | MA | 06/2020 | Present |
1). Insurance Sales; investment-related; 119 Dexter Ln., Rochester, MA 02770; insurance broker; since 01/2020; 20 hours per month, mostly during securities trading hours. 2). Apercu Business Advisors LLC; not investment-related, 119 Dexter Lane, Rochester, MA 02770 ; business valuation / tax prep and filing firm; owner/consultant; since 3/23/2020; approximately 20-40 hours per month (seasonal), none during trading hours; review and determine business valuations and tax/filing prep. 3). Harbour Master Property Management LLC, not investment related, 119 Dexter Ln Rochester, MA 02770, HOA property management company, Business manager, Start Date 04/2025, 3 hours per month, none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-24 |
Reach out to this advisor