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 |
|---|---|---|---|
| MI | RA | APPROVED | 2024-03-08 |
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 |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Merrimack | NH | 06/2007 | 06/2017 |
| Strategic Advisers, Inc. | Merrimack | NH | 06/2007 | 06/2017 |
| Tiaa | Grand Rapids | MI | 03/2018 | 09/2023 |
| Tiaa-Cref Individual & Institutional Services, Llc | Grand Rapids | MI | 03/2018 | 09/2023 |
| Unemployed | Ada | MI | 07/2017 | 03/2018 |
| Fidelity Investments | Merrimack | NH | 06/2007 | 07/2017 |
| The Patriot Financial Group, Llc | Ada | MI | 09/2023 | 11/2023 |
| Bay Colony Advisors | Ada | MI | 11/2023 | Present |
1. PASS FC Club Soccer Team, Non-Investment Related, Grand Rapids, MI, Club soccer coach for soccer team, Start date: April 1, 2026, 12-16 hours per month devoted to the other business, 0 hours during securities trading hours. Matthew will be a club soccer coach for PASS FC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-05 |
Reach out to this advisor