Best Investors
Account
Sign in
Best Investors
Account
Sign in
45 Braintree Hill Office Park Suite 201, Braintree, MA 02184 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-05-25 |
Branch Locations
45 Braintree Hill Office Park Suite 201, Braintree, MA 02184 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | Wellesley | MA | 07/2007 | 05/2021 |
| Pallas Capital Advisors, Llc | Braintree | MA | 05/2021 | Present |
| Purshe Kaplan Sterling Investments, Inc. | Braintree | MA | 05/2021 | Present |
1) Pallas Capital Advisors; Investment Related; 45 Braintree Hill Office Park, Suite 201, Braintree, MA 02184; Wealth Advisors; Title - Director of Financial Planning & Client Experience; Start - 5/2021; 200 Hrs/Mth; 200 During Trading Hours; Relationship Management & Financial Planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-24 |
Reach out to this advisor