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 | 2026-03-26 |
| MA | RA | APPROVED | 2019-01-25 |
Branch Locations
7-57 Wells Avenue Suite 21, Newton, MA 02459 • United States
Medfield, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Waltham | MA | 09/2005 | 01/2019 |
| Commonwealth Financial Network | Waltham | MA | 01/2019 | Present |
1. Fixed insurance sales, as an Agent; As of 06/20/2018; Approximately 2% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2. President and Owner, Planet On The Web; Located in Dover, MA; As of 02/08/2000; Approximately 0% time spent during securities trading hours per month; Not conducted at branch location; Not investment related. 3. Owner, RCH Partners, LLC, a private entity est. for the purpose of collecting rental income and paying rent; As of 01/17/19; 1% time spent during business hours; Not conducted at branch; Not investment related. 4. Owner, RCH Advisors, LLC; a private entity established to facilitate advisory business; as of 1/21/2022; 0% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-04 |
Reach out to this advisor