Best Investors
Account
Sign in
Best Investors
Account
Sign in
3750 Park East Drive Suite 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-09-13 |
Branch Locations
1050 Hingham Street, 2Nd Floor, Rockland, MA 02370 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Rockland | MA | 03/2012 | Present |
05/28/2021 - Veritas Boston Wealth Management - Inv Related at address of record. Registered Investment Advisor DBA, Investment advisory and financial planning. Director of Client Services. 128 hours per month/128 hours per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-11 |
Reach out to this advisor