Best Investors
Account
Sign in
Best Investors
Account
Sign in
390 Diablo Rd Suite 100, Danville, CA 94526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED_RES | 2024-02-23 |
Branch Locations
390 Diablo Rd Suite 100, Danville, CA 94526 • United States
Beverly, MA • 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 |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Beverly | MA | 07/2015 | 11/2016 |
| Mml Investors Services | Beverly | MA | 07/2015 | 11/2016 |
| Lighthouse Capital Llc | Quincy | MA | 02/2017 | 03/2018 |
| Jacobs Corner Sports Bar And Grill | Beverly | MA | 03/2018 | 07/2018 |
| Mutual Of Omaha Insurance Company | Braintree | MA | 07/2018 | 12/2018 |
| Mutual Of Omaha Investor Services | Braintree | MA | 08/2018 | 12/2018 |
| Guardian Wealth Advisors, Llc | Raleigh | NC | 12/2019 | 12/2020 |
| Insight Financial Strategists | Newton | MA | 06/2019 | 12/2020 |
| Self-Employed Consultant | Beverly | MA | 01/2019 | 05/2019 |
| Strategy Marketplace Llc | Beverly | MA | 03/2022 | 05/2022 |
| Forefront | Austin | TX | 11/2022 | 04/2023 |
| Cornerstone Wealth Consulting Services, Llc | Beverly | MA | 12/2020 | Present |
| Encompass More Asset Management | Beverly | MA | 11/2023 | Present |
| H&R Block | Lynn | MA | 01/2024 | Present |
(1) Insurance Agent - Start Date: 07/2009 - Non-investment Related - Insurance lines of business: Life, Accident & Health, Annuities - Hours/per week: Approximately 20 (2) H&R Block - Start Date: 01/2024 - Non-investment Related - Tax Specialist - Hours/per week: Approximately 15-20
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-05-14 |
Reach out to this advisor