Best Investors
Account
Sign in
300 Tradecenter, Suite 5700, Woburn, MA 01801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2018-05-31 |
Branch Locations
300 Tradecenter, Suite 5700, Woburn, MA 01801 • United States
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 |
|---|---|---|---|---|
| Mml Investors Services, Llc | Springfield | MA | 03/2017 | 10/2017 |
| Msi Financial Services, Inc | Wakefield | MA | 01/2015 | 03/2017 |
| Lpl Financial, Llc | Woburn | MA | 10/2017 | Present |
| Pinnacle Private Wealth, Llc | Woburn | MA | 10/2017 | 05/2018 |
| Alta Wealth Advisors Llc | Woburn | MA | 04/2018 | Present |
| Baystate Financial | Wakefield | MA | 09/2012 | 09/2017 |
1)10/24/17- Anthony J. DePinto- Business Owner- President and treasurer - Non-Inv. Related- Boston, MA -start date 9/24/17- 20% 2)10/24/17- Strada 45 LLC- Business Owner- Partner- Non-Inv. Related- Boston, MA- start date 10/25/2014- 0% 3) 11/2/2018 - Alta Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 04/27/2018 - 160 Hours Per Month/160 Hours During Securities Trading. 4) 11/8/2018 - Alta Wealth Advisors LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 04/27/2018 - 160 Hours Per Month/130 Hours During Securities Trading - I provide investment advisory services through Alta Wealth Advisors LLC, an independent investment advisor firm. I started this business activity in 04/27/2018. I expect to spend approximately 160 hours per month on this activity. Please see the Form ADV of the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 02/17/2022- 222 FRIENDS INC- Not Investment Related - Boston, MA 02109 - Other - Business Owner- Start Date - 12/16/2016- 80 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-02-29 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-17 |
Reach out to this advisor