Best Investors
Account
Sign in
South Windsor, CT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-07 |
| MA | RA | APPROVED | 2020-10-09 |
| CT | RA | APPROVED | 2017-06-27 |
Branch Locations
South Windsor, CT • United States
21 Susanne Circle, Guilford, CT 06437 • 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 |
|---|---|---|---|---|
| Andrus Agency | Guilford | CT | 10/1995 | Present |
| Lifeline Financial, Llc | Wethersfield | CT | 09/2016 | 06/2017 |
| Wellspring Financial, Llc | South Windsor | CT | 06/2017 | Present |
| Wellspring Financial, Llc | South Windsor | CT | 02/2017 | Present |
RENTAL PROPERTY- CO-OWNER WITH SPOUSE, 21 SUSANNE CIRCLE , GUILFORD CT 06437, NOT SECURITIES RELATED, MINIMAL INVOLVEMENT, DISCLOSED 6/4/12
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-10 |
Reach out to this advisor