Best Investors
Account
Sign in
1445 Wampanoag Trail Suite 102, East Providence, RI 02915 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-09-12 |
| RI | RA | APPROVED | 2006-05-02 |
Branch Locations
1445 Wampanoag Trail Suite 102, East Providence, RI 02915 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc. | Norcross | GA | 05/2006 | 07/2022 |
| Vanderbilt Securities, Llc | East Providence | RI | 07/2022 | Present |
| Brown Advisory Group, Llc | East Providence | RI | 04/2006 | Present |
1) BROWN REALTY GROUP LLC. Not investment related. Start date: 04/01/2005. Address: 1445 Wampanoag Trail, East Providence, RI 02915. Title: Manager. Duties: Rent units, collect rents. Time spent during regular hours: 0%. 2) EAST BAY OFFICE PARK; Not investment related. Start date: 03/02/2011. Address: 1445 Wampanoag Trail, East Providence, RI 02915. Title: President & Building Manager. Duties: Oversee annual meeting. Coordinate vendors/contractors for maintenance of building, etc. Time spent during regular hours: 0%. 3) Brown Advisory Group,LLC; investment related. Start date: 04/07/2006. Address: 1445 Wampanoag Trail, East Providence, RI 02915. Title: IAR & owner. Duties: CCO and Investment Advisor Representative managing investment accounts and providing investment advice & financial planning services. Time spent during regular hours: 50%. 4) Vanderbilt Securities, LLC; Investment Related. Start date: 07/26/2022. Address: 1445 Wampanoag Trail, East Providence, RI 02915. Title: Registered Representative. Duties: Solicit sales of investment securities and service client accounts. Time spent during regular hours: 40%. 5) 10/01/2023 Independent Licensed insurance Agent; Investment Related; Rhode Island Variable Life and Variable Annuity
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 1988-06-03 |
Reach out to this advisor