Best Investors
Account
Sign in
190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-01-27 |
Branch Locations
80 William Street Suite 260, Wellesley, MA 02481 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jhd Llc | Boston | MA | 04/2015 | 11/2023 |
| John Hancock | Boston | MA | 04/2015 | 11/2023 |
| Savant Wealth Management | Rockford | IL | 07/2024 | Present |
| Unemployed | Franklin | MA | 11/2023 | 07/2024 |
| Franklin Soccer School | Franklin | MA | 09/2023 | Present |
HOME DEPOT 1415 BOSTON PROVIDENCE HWY NORWOOD, MA. SALES ASSOCIATE STARTING DECEMBER 2014. NOT INVESTMENT RELATED, 60 HOURS PER MONTH NOT DURING NORMAL SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-29 |
Reach out to this advisor