Best Investors
Account
Sign in
7 Custom House St 4Th Floor, Portland, ME 04101-4194 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2025-09-25 |
Branch Locations
7 Custom House St 4Th Floor, Portland, ME 04101-4194 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Brentwood | TN | 06/2016 | 04/2017 |
| Foreside Financial Group | Portland | ME | 04/2018 | 02/2022 |
| Foreside Fund Services, Llc | Portland | ME | 04/2018 | 02/2022 |
| Auburn University | Auburn | AL | 05/2017 | 04/2018 |
| Compass Distributors, Llc | Portland | ME | 08/2019 | 12/2020 |
| Headinvest | Portland | ME | 02/2022 | Present |
| Headinvest | Portland | ME | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-17 |
Reach out to this advisor