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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-24 |
| CT | RA | APPROVED | 2001-03-12 |
Branch Locations
3 Enterprise Drive Suite 401, Shelton, CT 06484 • United States
3 Enterprise Drive Fourth Floor, Shelton, CT 06484 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-08-25 |
| CT | RA | APPROVED | 1992-02-25 |
Branch Locations
3 Enterprise Drive Fourth Floor, Shelton, CT 06484 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Equity Services, Inc. | Stratford | CT | 05/1990 | Present |
| Investmark Advisory Services, Inc. | Stratford | CT | 11/1990 | 12/2016 |
| Investmark Financial Services, Inc. | Stratford | CT | 01/1990 | 01/2017 |
| Iag, Llc | Stratford | CT | 03/2011 | 12/2016 |
| Investmark Advisory Group Llc | Shelton | CT | 01/2017 | Present |
| Commonwealth Equity Services, Inc. | Stratford | MA | 03/2001 | Present |
1. Co-Owner, Investmark Advisory Group LLC; RIA registered w/SEC; offering managed accounts and financial planning for fee; as of 03/01/2011, 100% of time spent during business hours, investment related; member/advisory rep, conducted at branch location. 2. Fixed insurance sales; as of 1996, 2% of time spent during business hours, conducted from branch location; investment related. 3. Commonwealth Financial Network; registered rep/advisory rep; investment related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-08-20 |
Reach out to this advisor