Best Investors
Account
Sign in
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 | 2026-03-24 |
| MA | RA | APPROVED | 2019-11-15 |
Branch Locations
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 |
|---|---|---|---|---|
| Lpl Financial | Boston | MA | 09/2011 | 11/2019 |
| Commonwealth Financial Network | Waltham | MA | 11/2019 | 09/2025 |
| Peloton Wealth Management | Concord | MA | 11/2019 | Present |
| Bostonpremier Wealth, Llc | Hanover | MA | 06/2024 | Present |
| Commonwealth Financial Network | Waltham | MA | 09/2025 | Present |
1. Fixed insurance sales; As of 11/15/2019; 1% time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Peloton Wealth Management; a private entity established to facilitate securities, advisory, and insurance business; Located in Concord, MA 01742; as of 11/15/2019; 100% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-10 |
Reach out to this advisor