Best Investors
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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-10-26 |
Branch Locations
One Post Office Square 35Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ethic Wealth Advisors Llc | Boston | MA | 01/2020 | 09/2021 |
| Dynamo Software | Watertown | MA | 10/2016 | 04/2018 |
| Ethic (Formerly Admirals Bank) | Boston | MA | 04/2018 | 09/2021 |
| Investors Capital Corp | Lynnfield | MA | 05/2016 | 10/2016 |
| Vestmark, Inc. | Wakefield | MA | 11/2021 | 07/2022 |
| Ubs Financial Services | Boston | MA | 07/2022 | Present |
Investment property on Emerson Road; Winthrop, MA 02152; two family - primary residence and second investment unit; Real Estate; two family purchased. primary residence in unit 1 with passive rental income received in unit 2; Proprietor / owner; Start date: 6/3/2024
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-10-07 |
| S65 | Uniform Investment Adviser Law Examination | 2020-03-06 |
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