Best Investors
Account
Sign in
Best Investors
Account
Sign in
Ten Post Office Square Suite 1102, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-02-01 |
| MA | RA | APPROVED | 2021-12-09 |
Branch Locations
Ten Post Office Square Suite 1102, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mbsc Securities Corporation | Boston | MA | 11/2007 | 09/2021 |
| Mellon Capital Management Corporation | Boston | MA | 05/2009 | 01/2018 |
| The Bank Of New York Mellon | Boston | MA | 05/2009 | 09/2021 |
| Mellon | Boston | MA | 02/2018 | 09/2021 |
| Eolas Capital Llc | Boston | MA | 10/2021 | Present |
| Bny Mellon Securities Corporation | Boston | MA | 12/2008 | 10/2021 |
| Inte Securities Llc | New York | NY | 02/2022 | Present |
(1) 2/2022 INTE Securities LLC; Registered Representative; Investment Related; Boston, MA; Broker Dealer; 10 Hours/Month During Securities Trading Hours; including soliciting private placements on behalf of Partner Managers with whom INTE Securities has executed a Placement Agent Agreement. (2) 10/2021 Eolas Capital LLC; Head of Consultant Relations / Solicitor; Investment Related; Boston, MA; Solicitor Investment Advisory Firm; 30 Hours/Month during Securities Trading Hours; Soliciting investment advisory services on behalf of Eolas Capital clients. (3) Harmony Capital Advisors, LLC - Board Member since 09/01/2023 ; located at 20 Spruce Ave, Rye, NH 03870-2645; company deals with investment management; this is investment related; as a Member of the Board of Directors, approximately two hours are devoted per month none of which are during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 2009-02-19 |
Reach out to this advisor