Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-04-02 |
| TX | RA | APPROVED | 2024-03-28 |
Branch Locations
2344 Washington Street 2Nd Floor, Newton Lower Falls, MA 02462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 11/2015 | 07/2017 |
| Joe Sent Me | Cambridge | MA | 09/2016 | 10/2016 |
| Lightship Wealth Strategies, Inc. | Waltham | MA | 08/2017 | 01/2019 |
| Lightship Wealth Strategies, Inc. | Newton Lower Falls | MA | 01/2019 | 02/2024 |
| Commonwealth Financial Network | Waltham | MA | 01/2019 | 02/2024 |
| Raymond James Financial Services, Inc. | Newton Lower Falls | MA | 02/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Newton Lower Falls | MA | 02/2024 | Present |
| Lightship Wealth Strategies, Inc | Newton Lower Falls | MA | 03/2024 | Present |
| Mattern Wealth Strategies, Inc | Newton Lower Falls | MA | 03/2025 | Present |
(1) Name of Business: Lightship Wealth Strategies, Inc Address: 2344 Washington St Ste 2, Newton Lower Falls, MA, 02462-1475, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 03/28/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Lightship is our DBA name (2) Name of Business: Mattern Wealth Strategies, Inc Address: 2344 Washington St Ste 2, Newton Lower Falls, MA, 02462-1475, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President, Officer - Treasurer, Officer - President, Officer - Secretary Investment Related: No Start Date: 03/11/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: President of the s corp for my RJFS business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-19 |
Reach out to this advisor