Best Investors
Account
Sign in
Best Investors
Account
Sign in
345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-01-23 |
| TX | RA | APPROVED | 2026-01-14 |
Branch Locations
345 California Street Suite 600, San Francisco, CA 94104 • United States
20 Park Plaza Suite 1012, Boston, MA 02116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2017-05-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Boston | MA | 07/2013 | 01/2026 |
| Freedom Trail Financial, Llc | Boston | MA | 06/2013 | Present |
| Farther Finance Advisors, Llc Dba Farther | Boston | MA | 01/2026 | Present |
(1)6/2013 Independent Licensed Insurance Agent; Investment Related; Licensed in Massachusetts; Life, health, annuity, LTC, Fixed Insurance (2)7/2013 Freedom Trail Financial, LLC; Investment Advisory Firm; Principal/IAR/CCO; Investment Related; 20 Park Plaza, Suite 1012 Boston MA 02061; 40 Hours/Month; 10 Hours During Trading Hours/Week; Operating Securities & Providing Investment Advice (3)11/2016 Trustee of Freedom Trail Financial 401(K); Non Investment Related; 20 Park Plaza, Suite 1012 Boston MA 02061; Less than 1 Hour/Week. (4)1/2026 Farther Finance Advisors, LLC dba Farther; Investment Advisory Firm; Wealth Advisor/IAR; Investment Related; 20 Park Plaza, Suite 1012 Boston MA 02061; 160 Hours/Month; 30 Hours During Trading Hours/Week; Operating Securities & Providing Investment Advice
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-30 |
Reach out to this advisor