Best Investors
Account
Sign in
Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-02-06 |
Branch Locations
8 Wright Street 1St Floor, Westport, CT 06880 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Norwalk | CT | 05/2014 | 03/2020 |
| Ameriprise Financial Services, Llc | Westport | CT | 03/2020 | 02/2026 |
| Osaic Wealth | Westport | CT | 02/2026 | Present |
1. WESTPORT PRIVATE WEALTH,LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/30/1926 ADDRESS: 30 north broadway suite 206, Jericho NY 11753, United States DESCRIPTION: Llc is my business name for my securities practice
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-21 |
Reach out to this advisor