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 | 2026-03-30 |
| CA | RA | APPROVED | 2024-05-02 |
Branch Locations
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
La Mesa, CA • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc. | Phoenix | AZ | 10/2005 | 09/2023 |
| Osaic Wealth, Inc. | Carlsbad | CA | 09/2023 | 04/2024 |
| Commonwealth Financial Network | San Diego | CA | 05/2024 | Present |
| Terramar Wealth | Carlsbad | CA | 05/2024 | Present |
1. Fixed insurance sales; as of 01/03/2000; 2% time spent during business hours; Conducted at branch location; Investment related. 2.Owner, Oberlin Financial Services, Inc.; a private entity established to facilitate insurance business; as of 01/03/2000; 2% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-19 |
Reach out to this advisor