Best Investors
Account
Sign in
725 Community Drive Suite 402, South Burlington, VT 05403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2022-02-18 |
Branch Locations
725 Community Drive Suite 402, South Burlington, VT 05403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Milne Financial Planning, Inc. | St. Johnsbury | VT | 01/2018 | 03/2021 |
| Dempsey Investment Management | South Burlington | VT | 07/2017 | 12/2017 |
| Milne Financial Planning, Inc. | St. Johnsbury | VT | 12/2015 | 06/2017 |
| Sensible Financial Management, Llc | Colchester | VT | 04/2021 | 05/2022 |
| Pathway Financial Advisors, Llc | South Burlington | VT | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-27 |
Reach out to this advisor