Best Investors
Account
Sign in
200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-12-22 |
| VI | RA | APPROVED | 2019-10-30 |
| TX | RA | APPROVED | 2019-10-29 |
Branch Locations
53 State Street Suite 3600, Boston, MA 02109-1875 • United States
Boston, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Putnam Retail Management | Andover | MA | 06/2016 | 06/2018 |
| Nomura Securities International, Inc. | New York | NY | 06/2018 | 04/2019 |
| Rbc Capital Markets, Llc. | Boston | MA | 08/2019 | Present |
| Unemployed | Newton | MA | 04/2019 | 08/2019 |
| City National Bank | Boston | MA | 11/2019 | Present |
NAME OF ENTITY: John M. Barry Boys and Girls Club of Newton; ADDRESS: 675 Watertown St, Newton, MA 02460, United States; NOT INVESTMENT RELATED; BUSINESS DESCRIPTION: Boys and Girls Club; CAPACITY: Board of Directors; START DATE: 03/01/2021; DUTIES: I will be a part of the program committee which decides the programs that will be offered to the children at the Boys and Girls Club and I will be on the resource committee which involves helping the Boys and Girls club raise money from individuals, corporations, and foundations; HOURS DEVOTED PER MONTH: 30min/mnth; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: None;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-09 |
Reach out to this advisor