Best Investors
Account
Sign in
Best Investors
Account
Sign in
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-26 |
| CT | RA | APPROVED | 2023-08-24 |
Branch Locations
243 Hartford Turnpike Suite 208, Vernon, CT 06066 • United States
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
10 Short Street, Manchester, CT 06040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brookstone Wealth Advisors | Wheaton | IL | 08/2023 | Present |
| Sunstone Insurance Group Llc | Manchester | CT | 05/2018 | Present |
| Healthmarkets Insurance Agency | Cromwell | CT | 05/2012 | 12/2019 |
Sunstone Insurance Group LLC 243 Hartford Turnpike Suite 208, Vernon, CT 06066 Insurance Broker for health, group health insurance, medicare, supplemental insurance and life and annuities insurance products Started on 05/2018 till present, working about 160 hours per month Compensated with commission
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-09 |
Reach out to this advisor