Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-10-06 |
Branch Locations
1920 Centre St., West Roxbury, MA 02132 • United States
1065 Truman Pkwy, Hyde Park, MA 02136 • United States
480 Adams St, Milton, MA 02186 • United States
61 Lenox Street, Norwood, MA 02062 • United States
749 Providence Hwy, Dedham, MA 02026 • United States
171 University Ave, Westwood, MA 02090 • United States
1196 River St., Hyde Park, MA 02136 • United States
515 Centre St, Jamaica Plain, MA 02130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services, Inc. | Edison | NJ | 01/2016 | 12/2018 |
| The Leaders Group, Inc. | Littleton | CO | 03/2020 | 08/2021 |
| Wealthvest Marketing, Inc. | Bozeman | MT | 09/2019 | 08/2021 |
| Unemployed | Cohasset | MA | 01/2019 | 09/2019 |
| Lpl Financial Llc | West Roxbury | MA | 08/2021 | Present |
| Rockland Trust | West Roxbury | MA | 08/2021 | Present |
1) 8/2021- Rockland Trust Financial Services- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s) 2) 08/27/2021 - Broker Services Marketing Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 08/24/2021 - 10 Hours Per Month/10 Hours During Securities Trading. 3) 10/04/2021 - Rockland Trust Investment Management Group - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Start Date: 08/24/2021 - 20 Hours Per Month/20 Hours During Securities Trading. 4) 09/08/2021 - RT Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 08/24/2021 - 160 Hours Per Month/160 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-07 |
Reach out to this advisor