Best Investors
Account
Sign in
Best Investors
Account
Sign in
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-11-17 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
300 Ballardvale Street, Wilmington, MA 01887 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Financial Corporation | Burlington | MA | 10/2015 | 10/2021 |
| Commonwealth Financial Network | Waltham | MA | 10/2015 | 11/2021 |
| Lpl Financial Llc | Wilmington | MA | 11/2021 | Present |
| Hub International | Wilmington | MA | 10/2015 | Present |
1) 10/2015 - Outside/W-2 Employment - HUB International -Client Relationship Manager- Non-Inv. Related - Wilmington, MA 2) 11/2021 - DBA for LPL Business (entity for LPL business) - HUB Retirement and Wealth Management - inv. related- Wilmington, MA 2) 08/2000- HUB Retirement and Wealth Management- Non-Variable Insurance- Agent selling Term insurance, fixed annuities, disability, LTC- inv. related- Wilmington, MA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-23 |
Reach out to this advisor