Best Investors
Account
Sign in
Best Investors
Account
Sign in
1000 Commerce Park Drive Suite 416, Williamsport, PA 17701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-03-17 |
Branch Locations
600 Putnam Pike, Suite 4, Greenville, RI 02828 • United States
1000 Commerce Park Drive Suite 416, Williamsport, PA 17701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 01/2013 | 03/2026 |
| Loring Advisory Group | Greenville | RI | 01/2013 | 03/2026 |
| Legatus Wealth | Greenville | RI | 09/2018 | 01/2022 |
| Kintra Wealth | Greenville | RI | 03/2026 | Present |
| Mutual Securities, Inc. | Camarillo | CA | 03/2026 | Present |
1. Smithfield Veterans Memorial Committee, Start Date: 04/01/2023, 1 William J Hawkins Jr Trail, Greenville, RI 02828, Non-Profit, Non-Profit to benefit maintenance/upkeep of town's veterans memorial, Treasurer, Financial reporting, bill paying, Not Investment Related, 1 Hour per month, .1 Hour per day during trading hours. 2. Kintra Wealth, LLC., Start Date: 03/04/2026, 600 Putnam Pike, Ste. 4, Greenville, RI 02828, LLC, RIA, Managing Director, Responsible for the governance, strategy and day to day operations of the RIA, Investment Related, 200 Hours per month, 10 Hours per day during trading hours. 3. Mutual Securities, Inc., Start Date: 03/04/2026, 600 Putnam Pike, Ste. 4, Greenville, RI 02828, LLC, Registered Representative, Investment Related, 10 Hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-18 |
Reach out to this advisor