Heather Joan Thompson
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
16 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Best Life Infinity, LLCJan 2023 to now
- Investment Advisor GroupFeb 2021 to Dec 2022
- American Tax and Financial PlannersJul 2017 to Dec 2022
- Investment Advisor AllianceJul 2017 to Mar 2021
- Sau 29 Keene High SchoolAug 2012 to Jul 2017
- Private TutoringJan 2010 to Feb 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (NH).
Best Life Infinity, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 6832099
- 319232