Best Investors
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Account
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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-09-09 |
Branch Locations
80 North Main Street, Mansfield, MA 02048 • United States
728 West Center Street, West Bridgewater, MA 02379 • United States
756 Orchard St, Raynham, MA 02767 • United States
2109 Bay Street, Taunton, MA 02780 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcb Financial Services At Mansfield Bank | Mansfield | MA | 04/2012 | 12/2020 |
| Bluestone Wealth And Trust | Mansfield | MA | 01/2021 | Present |
| Infinex Investments, Inc. | Meriden | CT | 01/2021 | Present |
1.) Space2Thrive. Not investment related. Volunteer Board member. Starting Dec 2024. Monthly meetings, volunteer time on events. 2.) Leonard Street Condo Trust. Not investment related. Trustee. Started May 2026. Approx 1 hour per month not during trading hours. Meet periodically with other owners and decide on expenses and inflows of condo buildings. Together will manage the condominium trust funds.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-01 |
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