Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-06-29 |
Branch Locations
35 Braintree Hill Office Park Ste 309, Braintree, MA 02184 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Braintree | MA | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 35 BRAINTREE HILL OFFICE PARK STE 309; BRAINTREE; MA; 2184; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 3/26/2013; 20; 20; SALES OF FIXED INSURANCE PRODUCTS 2. NAME OF ENTITY:DRISCOLL FINANCIAL GROUP; No; 35 BRAINTREE HILL OFFICE PARK STE 309; BRAINTREE; MA; 02184; FINANCIAL SERVICES/DBA; ASSOCIATE; 3/6/2014; 0; 0; SALE OF INSURANCE & INVESTMENT PRODUCTS; 3. NAME OF OTHER BUSINESS: DEDHAM COUNTRY DAY SCHOOL; INVESTMENT RELATED: NO; ADDRESS: 90 SANDY VALLEY RD, DEDHAM, MA 02026; NATURE OF BUSINESS: VOLUNTEER SCHOOL BOARD; START DATE: 9/2024; POSITION/TITLE/RELATIONSHIP: COMMUNICATIONS CHAIR; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: MARKETING EVENTS TO THE SCHOOL COMMUNITY; 4. NAME OF OTHER BUSINESS: DEDHAM COUNTRY DAY SCHOOL; INVESTMENT RELATED: NO; ADDRESS: 15 VINEYARD PLACE NORTH EASTON, MA 02356; NATURE OF BUSINESS: NON PROFIT; START DATE: 10/2024; POSITION/TITLE/RELATIONSHIP: VOLUNTEER ANNUAL FUND AMBASSADOR; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: HELP RAISE FUNDS FOR THE SCHOOLS ANNUAL FUND;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-16 |
Reach out to this advisor