Best Investors
Account
Sign in
Best Investors
Account
Sign in
43 Constitution Drive, Bedford, NH 03110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-06-02 |
| MA | RA | APPROVED | 2026-05-28 |
Branch Locations
Enfield, CT • United States
43 Constitution Drive, Bedford, NH 03110 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-02-05 |
| CT | RA | APPROVED | 2025-02-03 |
Branch Locations
33 Oliver Rd, Enfield, CT 06082 • United States
5 Crystal Pond Rd, Ste 50, Southborough, MA 01772 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Symetra Securities, Inc. | Bellevue | WA | 03/2015 | 08/2018 |
| Symetra Life Insurance Company | Bellevue | WA | 03/2015 | 08/2018 |
| Prudential Insurance Company Of America | Duxbury | MA | 08/2018 | 12/2019 |
| Prudential Annuities Distributors, Inc. | Duxbury | MA | 08/2018 | 12/2019 |
| Delaware Life Insurance Company | Waltham | MA | 12/2019 | 09/2024 |
| Clarendon Insurance Agency, Inc. | Waltham | MA | 12/2019 | 09/2024 |
| Avantax Investment Services, Inc. | Enfield | CT | 09/2024 | 02/2025 |
| Avantax Advisory Services | Enfield | CT | 09/2024 | 02/2025 |
| Begley & Associates, Llc | Enfield | CT | 11/2024 | Present |
| Lpl Financial Llc Dba Ab Wealth Advisors, Llc | Enfield | CT | 02/2025 | Present |
| Northeast Planning Associates, Inc. | Enfield | CT | 04/2026 | Present |
1.02/03/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name AB WEALTH ADVISORS; Investment Related; at Reported Business Location(s); Start Date 01/27/2025; 160hrs/mth; 40hrs during trading 2.02/03/2025; Begley & Associates LLC; Tax Prep/Accounting/CPA; Investment Related; ; Start Date 01/27/2025; 40hrs/mth; 10hrs during trading 3.03/26/2025; Dawn Chambers; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 03/07/2025; 5hrs/mth; 5hrs during trading 4.05/27/2026; (FP) Northeast Planning Associates; Registered Investment Advisor; Investment Related; at Reported Business Location(s); Start Date 05/19/2026; 5hrs/mth; 1hrs during trading; IAR: provide financial planning for a fixed and/or hourly fee.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-21 |
Reach out to this advisor