Best Investors
Account
Sign in
Best Investors
Account
Sign in
157 Goose Lane #3, Guilford, CT 06437 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-08-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co | Madison | CT | 10/2015 | 11/2016 |
| Park Avenue Securities Llc | Madison | CT | 11/2015 | 11/2016 |
| Oppenheimer & Co. Inc. | Stamford | CT | 11/2016 | 03/2017 |
| Unemployed | Roxbury | CT | 04/2017 | 06/2017 |
| Infinex Investments, Inc. | Meriden | CT | 06/2017 | 12/2020 |
| Milford Bank | Roxbury | CT | 06/2017 | 06/2018 |
| Cetera Advisor Networks | El Segundo | CA | 12/2020 | 12/2022 |
| Cwm, Llc | Milldale | CT | 12/2020 | 07/2024 |
| Flp Financial Planning | Milldale | CT | 12/2020 | 01/2022 |
| Nesso Wealth | Milldale | CT | 01/2022 | 07/2022 |
| Carson Wealth | Foxborough | MA | 08/2022 | 07/2024 |
| Osaic Wealth, Inc | Roxbury | CT | 07/2024 | 08/2025 |
| Granite Islands Private Wealth, Llc | Guilford | CT | 08/2025 | Present |
| Sanctuary Securities, Inc. | Miami | FL | 08/2025 | Present |
Fairfield University; not investment related; 1073 North Benson Road Fairfield, Connecticut 06824; School; Mentor; 11/19/2025; 1 hour per month; None; Mentoring students on their business plan of a start-up company Town of Washington, CT; not investment related; 2 Bryan Hall Plaza, Washington Depot, CT 06794; Increase leisure and business travel to western Connecticut; Board Member, 8/4/2026; 2 hours per month; None; Town representative to the Western CT Tourism Bureau
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-01-09 |
| S65 | Uniform Investment Adviser Law Examination | 2003-06-02 |
Reach out to this advisor