Best Investors
Account
Sign in
Best Investors
Account
Sign in
265 Franklin Street Suite 401, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2020-07-28 |
Branch Locations
265 Franklin Street Suite 401, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Boston | MA | 05/2012 | 04/2018 |
| Bank Of America, N.A. | Boston | MA | 12/2012 | 04/2018 |
| Wells Fargo Advisors Financial Network, Llc | Boston | MA | 04/2018 | 07/2020 |
| Mayflower Financial Advisors, Llc | Boston | MA | 07/2020 | Present |
| Private Client Services | Boston | MA | 07/2020 | 12/2020 |
Water Bear Ventures, LLC; Investment Related; Boston, MA. 02113; Managing Director; Partnership 25% ownership; 4/15/2022; approximately 10 hours per month Independent Contractor; Not Investment Related; Boston, MA. 02113; Independent Contract; Sole Proprietorship; 4/5/2022; approximately 2 hours per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-13 |
Reach out to this advisor