Best Investors
Account
Sign in
Best Investors
Account
Sign in
1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2024-02-07 |
Branch Locations
126 College Street Suite 350, Burlington, VT 05401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vsecu | St. Johnsbury | VT | 11/2014 | 01/2023 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 10/2016 | 05/2022 |
| Lpl Financial Llc | Williston | VT | 05/2022 | 01/2024 |
| New England Federal Credit Union (Nefcu) | Williston | VT | 01/2023 | 01/2024 |
| Equitable Advisors, Llc | New York | NY | 02/2024 | Present |
1) Independent Agent - Outside Fixed Insurance Sales 2) Secondary POA for mother. 3) Homeshare Vermont - Board of Directors Non-Investment - Burlington, VT - 01/2026 - 3hrs/mth.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2017-01-06 |
Reach out to this advisor