Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED | 2023-06-29 |
Branch Locations
208 Bonnet Street, Manchester Center, VT 05255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Worcester | MA | 05/2015 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| Archstone Financial Partners, Llc | Worcester | MA | 02/2025 | Present |
1. NAME OF ENTITY:Archstone Financial; Yes; 332 GROVE ST; WORCESTER; MA; 1605; Financial Services/DBA; Financial Adviser; 5/1/2015; 160; 160; Sale of fixed insurance, securities, and investment products. 2. NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 324 GROVE ST; WORCESTER; MA; 01605; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 5/1/2015; 5; 5; SALES OF FIXED INSURANCE PRODUCTS 3. NAME OF OTHER BUSINESS: ARCHSTONE FINANCIAL PARTNERS, LLC; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 02/2025, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-01 |
Reach out to this advisor