Heather Joan Thompson

Employer firm

Best Life Infinity, LLC CRD 319232

$48.2M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2012 → 07/2017
  Sau 29 Keene High School
  Keene, NH
• 01/2010 → 02/2017
  Private Tutoring
  Keene, NH
• 07/2017 → 12/2022
  American Tax And Financial Planners
  Colorado Springs, CO
• 07/2017 → 03/2021
  Investment Advisor Alliance
  Oradell, NJ
• 02/2021 → 12/2022
  Investment Advisor Group
  Hancock, NY
• 01/2023 → Present
  Best Life Infinity, Llc
  Colorado Springs, CO

Previous Registrations

• 2021-02-18 → 2022-12-31
  Investment Advisor Group
  Hancock, NY
  Walpole, NH
• 2017-07-13 → 2021-02-26
  Keeler & Co., Llc
  South Royalton, VT
  Keene, NH
  Atlanta, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-06-28

Other Names

• Heather Joan Burbine
• Heather Thompson