Best Investors
Account
Sign in
Best Investors
Account
Sign in
75 State Street Mail Code: Ma-Sst-Inv3, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2017-09-06 |
Branch Locations
490 Cochituate Road, Framingham, MA 01701 • United States
75 State Street, Boston, MA 02109 • United States
1822 Massachusetts Avenue, Lexington, MA 02420 • United States
700 Main Street, Waltham, MA 02451 • United States
5 Billerica Road, Chelmsford, MA 01824 • United States
545 Arsenal Street, Watertown, MA 02472 • United States
1045 Trapelo Road, Waltham, MA 02451 • United States
182A Cambridge Street, Burlington, MA 01803 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Meriden | CT | 02/2015 | 08/2017 |
| Bank Of America, N.A. | Meriden | CT | 02/2015 | 08/2017 |
| Santander Bank, Na | Boston | MA | 08/2017 | Present |
| Santander Securities, Llc | Dorchester | MA | 08/2017 | 11/2022 |
| Santander Securities, Llc | Dorchester | MA | 11/2022 | Present |
1. Rental property (personal), co-owner (50%), non-investment related, start date 03/05/2021, Adelphi, MD, 1 hour monthly, none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2012-03-14 |
Reach out to this advisor