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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-26 |
| NY | RA | APPROVED | 2021-06-29 |
Branch Locations
4067 West Lake Rd, Geneva, NY 14456 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 08/2014 | Present |
| Stillwater Planning Group | Geneva | NY | 11/2025 | Present |
1) Fixed insurance sales; as of 08/23/2014, 3% of time spent during business hours, conducted at branch; investment related 2) Owner and president of RPL Portfolio Management, entity created to facilitate securities business; as of 01/01/2018, 2% of time spent during business hours, not investment related; conducted at branch location. 3) Owner, RPL Property Management, an entity created for the purpose of owning residential rental property in Geneva, NY; as of 01/01/2018; approximately 2% time spent during securities trading hours per month; not conducted at branch location; investment related. 4) Owner, Stillwater Wealth Management, LLC; a private entity established as a securities operating company and real estate holding company; Located at 4067 State Route 14 Geneva NY 14456; as of 10/01/2025; 3% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-01 |
Reach out to this advisor