Best Investors
Account
Sign in
Best Investors
Account
Sign in
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| TN | RA | APPROVED | 2020-05-15 |
Branch Locations
256 Seaboard Lane, Ste H101, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Brentwood | TN | 07/2011 | 05/2020 |
| Southwestern Investment Services | Brentwood | TN | 08/2011 | 05/2020 |
| Raymond James Financial Services Advisors Inc. | Brentwood | TN | 01/2012 | 12/2016 |
| Southwestern Investment Advisory Services | Brentwood | TN | 03/2016 | 05/2020 |
| Commonwealth Financial Network | Waltham | MA | 05/2020 | 12/2021 |
| Chronicle Partners, Llc | Franklin | TN | 05/2020 | Present |
| Commonwealth Financial Network | Waltham | MA | 01/2022 | Present |
1. Fixed insurance sales; As of 05/15/2020; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Maple Grove Wealth LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 2/04/2026; 100% of time spent during business hours; Conducted at branch; Investment related. 3. Owner, CP Holdings Group LLC; an entity created for the purpose of buying and managing commercial real estate at 256 Seaboard Lane, Suite H-101, Franklin, TN 37067, as of 9/06/2023; 0% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-19 |
Reach out to this advisor