Best Investors
Account
Sign in
Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-08 |
| TX | RA | APPROVED_RES | 2019-07-30 |
| CA | RA | APPROVED | 2018-11-02 |
| MA | RA | APPROVED | 2018-11-02 |
Branch Locations
401 Edgewater Place Suite 105, Wakefield, MA 01880 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock | Boston | MA | 05/2008 | 03/2018 |
| John Hancock Distributors Llc | Boston | MA | 05/2008 | 03/2018 |
| John Hancock Funds, Llc | Boston | MA | 12/2009 | 03/2018 |
| Sii Jhfn | Needham Heights | MA | 12/2010 | Present |
| Royal Alliance Associates, Inc. | Boston | MA | 11/2018 | Present |
1. CENTINEL FINANCIAL GROUP LLC POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/05/2018 ADDRESS: 160 Gould St, Suite 212, Needham Heights MA 02494, United States DESCRIPTION: Providing financial advice and investment solutions to my clients 2. INSURANCE BROKERAGE POSITION: Insurance Broker NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/05/2018 ADDRESS: 160 Gould St, Suite 212, Suite 212, Needham Heights MA 02494, United States DESCRIPTION: Insurance brokerage business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2008-03-07 |
Reach out to this advisor