Best Investors
Account
Sign in
Best Investors
Account
Sign in
155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-01-02 |
| TX | RA | APPROVED | 2025-01-02 |
Branch Locations
271 Waverley Oaks Road Suite 200, Waltham, MA 02452 • United States
155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aspire Wealth Management Corporation | Waltham | MA | 07/2012 | 12/2024 |
| Purshe Kaplan Sterling Investments | Waltham | MA | 07/2012 | 01/2024 |
| Cw Advisors, Llc | Waltham | MA | 12/2024 | Present |
1) Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-05 |
Reach out to this advisor