Best Investors
Account
Sign in
Best Investors
Account
Sign in
86 Baker Avenue Extension Suite 310, Concord, MA 01742 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-24 |
| MA | RA | APPROVED | 2025-10-15 |
Branch Locations
86 Baker Avenue Extension Suite 310, Concord, MA 01742 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corp | Worcester | MA | 01/2004 | 10/2016 |
| Lpl Financial, Llc | Westborough | MA | 10/2016 | 06/2018 |
| Integrated Wealth Concepts Llc | Worcester | MA | 10/2016 | 01/2018 |
| The Patriot Financial Group | Westborough | MA | 01/2018 | 07/2025 |
| Securities America, Inc. | Westboro | MA | 09/2018 | 12/2022 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 12/2022 | 12/2023 |
| Bay Colony Advisors | Concord | MA | 08/2025 | Present |
1) PERFECTDISNEYHOME.COM; DAVENPORT, FL; NON-INVESTMENT RELATED; HOUSE RENTAL; SINCE 06/2011; 4 HRS/MO 2) ASHBURNHAM COMMUNITY CHURCH; ASHBURNHAM, MA; NON-INVESTMENT RELATED; BOARD MEMBER; SINCE 09/2000; 1 HR/MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-27 |
Reach out to this advisor