Best Investors
Account
Sign in
128 School Street, Walpole, MA 02081-1802 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-09-26 |
| MA | RA | APPROVED | 2022-03-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii | Boston | MA | 11/2007 | 11/2018 |
| Jhpfs, Llc | Boston | MA | 06/2018 | 01/2020 |
| John Hancock | Boston | MA | 10/2019 | 01/2020 |
| Beck Bode, Llc | Dedham | MA | 01/2020 | 12/2021 |
| Sound View Financial Advisors | Walpole | MA | 01/2022 | Present |
| Sound View Financial Advisors | Walpole | MA | 07/2022 | Present |
Podcast host Demystifying Money - Approx 3 hours per month / 0 hours trading Author - Demystifying Money - To be published Spring 2022 TV Expert Guest - Approx 20 hours annually / 0 trading hours Certified Life Coach - Approx 5 hours per month / 0 trading hours Blog/ Website - mistylynch.com - Approx 5 hours month / 0 trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-04 |
Reach out to this advisor