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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| ME | RA | APPROVED | 2013-04-08 |
Branch Locations
Abenaki Professional Park 1662 Post Road, Unit B10, Wells, ME 04090 • United States
Kennebunk, ME • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 04/2013 | Present |
| Banyan Financial Services | Wells | ME | 03/2016 | Present |
1) Owner, Banyan Financial Inc.; a private entity established to facilitate securities, advisory, and insurance business; as of 1/01/2022; 100% of time spent during business hours; Conducted at branch; Investment related. 2) Fixed insurance sales under Banyan Financial Services. Investment related and conducted at branch location. 3) Owner of rental property located in Greenville, ME, as of 6/30/2025; 0% time spent during business hours; Not conducted at branch location; Investment related. 4) Head Golf Coach, Oyster River High School; Located at 55 Coe Drive, Durham, NH 03824, as of 6/01/2026; 20% of time spent during business hours; Not Conducted at branch location; Not Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-18 |
Reach out to this advisor