Best Investors
Account
Sign in
620 South 400 East, St. George, UT 84770 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-01 |
Branch Locations
620 South 400 East, St. George, UT 84770 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Braintree | MA | 01/2025 | 03/2026 |
| Wfgia | Braintree | MA | 12/2020 | 03/2026 |
| Affiliated Finanancial Group | Wakefield | MA | 01/2019 | 12/2024 |
| Cetera Advisors | Wakefield | MA | 01/2019 | 12/2024 |
| Fas Corporation | Wellesley Hills | MA | 12/1976 | 02/2019 |
| Kestra Financial Services | Wellesley Hills | MA | 04/2016 | 01/2019 |
| Abacus Private Wealth Managment | Wellesley | MA | 03/2016 | Present |
| Afs Taxes Corporation | Reading | MA | 01/2019 | 10/2025 |
| Wellesley Free Library Foundation | Wellesley | MA | 08/2025 | Present |
| Bay Club Time Share | Kona | HI | 10/2025 | Present |
| Your Ia | Wellesley | MA | 03/2026 | Present |
| Experior Financial Group | Wellesley | MA | 03/2026 | Present |
Wellesley Free Library Foundation | Investment Related | 733 Washington St., Wellesley, MA 02481 | Treasurer for the Foundation | Treasurer | August 2025 | 2 hours devoted each week and 0 hours devoted during trading hours | Responsible for the reporting of actual performance vs budget, facilitate the audit of the non profit and approve cash payments of the foundation. Bay Club Time Share | Investment Related | 300 Wykola Drive, Kona, HI 96738 | The Bay Club Timeshare Board is to help address the issues of owners of the time share like maintenance, annual expenses and HOA fees | Treasurer | October 2025 | 2 hours devoted each week and 0 hours devoted during trading hours | The role of the treasurer is to report the financial results of the fees collected from HOA fees against the expenses for the time share. Affiliated Financial Legacy Group | Investment Related | 204 Andover St., Andover, MA 01810 | Tax Consultant | February 2026 | 30 hours devoted each week and 8 hours devoted during trading hours | Tax preparation. Experior Financial Group | Investment Related | 300 Airborne Pkwy, Suite 210 Cheektowaga, NY, 14225 | Insurance Agency | Insurance Agent | 1099 Contractor | March 2026 | 30 hours per month | 20 hours during securities trading hours | Insurance sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-18 |
Reach out to this advisor