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 | 2026-03-23 |
| TN | RA | APPROVED | 2020-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Franklin | TN | 05/2007 | 05/2020 |
| Raymond James Financial Services Advisors, Inc | Franklin | TN | 01/2009 | 12/2016 |
| Southwestern Investment Advisory Services | Franklin | TN | 06/2016 | 05/2020 |
| Flag Stop Acres Airbnb | Franklin | TN | 05/2018 | Present |
| Commonwealth Financial Network | Waltham | MA | 05/2020 | 12/2021 |
| Chronicle Partners Llc | Franklin | TN | 05/2020 | 04/2025 |
| Commonwealth Financial Network | Waltham | MA | 01/2022 | Present |
| Harvest Wealth Partners, Llc | Franklin | TN | 04/2025 | Present |
Fixed insurance sales; as of 05/15/2020; 1% time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-23 |
Reach out to this advisor