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 | 2026-03-25 |
| AL | RA | APPROVED | 2007-07-13 |
Branch Locations
2279 Valleydale Road Suite 210, Birmingham, AL 35244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 07/2007 | Present |
| Grinkmeyer And Leonard Wealth Management | Birmingham | AL | 07/2007 | 01/2022 |
| Everthrive Financial Group | Birmingham | AL | 01/2022 | Present |
1. Fixed insurance sales; As of 07/13/2007; Approximately 5% time spent during business hours; Conducted at branch location; Investment related. 2. Owner & Secretary, Sette Management Inc.; private entity created to manage office expenses associated with securities/advisory practice. as of 2/21/2017; 5% of time spent during business hours; Conducted at branch location; Investment related. 3. Co-owner/Secretary, Managing It, Inc.; a window treatment company; Located at 637 Riverwoods Landing, Helena, AL 35080; as of 7/19/2012; 0% of time spent during business hours; Not Conducted at branch location; Not Investment related. 4. Owner, Happy Getaways, LLC, an entity created for the purpose of buying and managing residential real estate located in Shelby, AL, as of 08/02/2023; 1% of time spent during business hours; Not Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-14 |
Reach out to this advisor