Best Investors
Account
Sign in
Best Investors
Account
Sign in
1307 Point Street, Baltimore, MD 21231 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-04-09 |
| CA | RA | APPROVED | 2024-11-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Townepark | Boston | MA | 07/2016 | 05/2020 |
| Blue Moon Pizza | Norwell | MA | 05/2014 | 07/2018 |
| John Hancock Investment Management | Boston | MA | 05/2019 | 08/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2020 | 11/2020 |
| Northwestern Mutual Investment Services Llc | Rockland | MA | 08/2020 | 11/2020 |
| John Hancock | Boston | MA | 11/2020 | 06/2022 |
| John Hancock Investment Management Distributors Llc | Boston | MA | 12/2020 | 06/2022 |
| John Hancock Distributors Llc | Boston | MA | 06/2022 | 01/2024 |
| John Hancock | Boston | MA | 06/2022 | 01/2024 |
| Usi Consulting Group | Glastonbury | CT | 01/2024 | 10/2024 |
| Usi Securities | Glastonbury | CT | 01/2024 | 10/2024 |
| T Rowe Price | San Francisco | CA | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-17 |
Reach out to this advisor