Best Investors
Account
Sign in
4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-04-23 |
| NH | RA | APPROVED | 2026-03-09 |
Branch Locations
2 Merrimack Street Suite 505, Haverhill, MA 01830 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| National Financial Services, Llc. | Boston | MA | 02/2008 | 08/2022 |
| Lincoln Investment | Haverhill | MA | 09/2022 | 03/2026 |
| Integrity Alliance, Llc | Haverhill | MA | 03/2026 | Present |
1.BESPOKE TRUSTS & ESTATES, LLC POSITION: Owner NATURE: Bespoke Trusts & Estates, LLC provides estate planning and probate administration services. INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 50 START DATE: 06/30/2022 ADDRESS: 2 Merrimack Street, Suite 505, Haverhill MA 01830, DESCRIPTION: I provide legal services to the firm's clients. 2.AMERICAN SENIOR BENEFITS POSITION: Affiliate broker NATURE: Insurance and annuity products INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2023 ADDRESS: 1445 Ross Avenue, 40th Floor, Dallas TX 75202, DESCRIPTION: ASB provides life insurance, Medicare, and fixed annuities to its customers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-08 |
Reach out to this advisor