Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-24 |
| MA | RA | APPROVED | 2024-04-02 |
Branch Locations
2344 Washington St Suite 2, Newton Lower Falls, MA 02462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jonathan C. Wolff | Wellesley | MA | 03/2004 | Present |
| Commonwealth Financial Network | Waltham | MA | 09/2006 | 02/2024 |
| Lightship Wealth Strategies, Inc. | Newton Lower Falls | MA | 03/2025 | Present |
| Raymond James Financial Services, Inc | Newton Lower Falls | MA | 02/2024 | Present |
| Raymond James Financial Advisors, Inc | Newton Lower Falls | MA | 02/2024 | Present |
| Turcotte Wealth Management, Inc. | Newton Lower Falls | MA | 12/2024 | Present |
(1) Name of Business: Lightship Wealth Strategies, Inc. Address: 2344 Washington St Ste 2, Newton Lower Falls, MA, 02462-1475, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 03/07/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: It's the corp of our business partner. (2) Name of Business: Turcotte Wealth Management, Inc. Address: 2344 Washington St Ste 2, Newton Lower Falls, MA, 02462-1475, United States Activity Type: Support Company - Owner Position/Title: Officer - Treasurer, Officer - CEO, Officer - President, Officer - Secretary Investment Related: No Start Date: 12/16/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: This is my S corp for my financial advisory business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-16 |
Reach out to this advisor