Best Investors
Account
Sign in
Best Investors
Account
Sign in
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 11/2005 | Present |
| Jsa Financial Group | Rhinebeck | NY | 11/2005 | 11/2019 |
| Jsa Sustainable Wealth Management | Rhinebeck | NY | 11/2019 | 12/2022 |
| Longwave Financial | Rhinebeck | NY | 12/2022 | 12/2023 |
1. Fixed insurance sales, As of 11/18/05; Less than 5% time spent during regular business hours; Conducted at branch; Investment related. 2. Owner, Sustainable Rentals, LLC; an entity created for the purpose of owning real estate at 7 Livingston St., Rhinebeck, NY 12572; as of 4/03/2023; 0% of time spent during business hours; Not conducted at branch; Investment related. 3. Owner, JSA Sustainable Properties, LLC, an entity created for the purpose of buying and managing real estate in Clermont, NY, as of 01/26/2022; 0% of time spent during business hours; Not Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-04-29 |
Reach out to this advisor