Best Investors
Account
Sign in
Best Investors
Account
Sign in
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2019-11-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwfs Equities Inc | Greenwood Village | CO | 03/2013 | 07/2019 |
| Commonwealth Financial Network | Waltham | MA | 08/2019 | 03/2020 |
| Commonwealth Financial Network | Waltham | MA | 03/2020 | Present |
| Forsberg Insurance Planning | Plymouth | MA | 03/2020 | Present |
Fixed insurance sales; As of 3/15/2020; 20% time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-05 |
Reach out to this advisor