Best Investors
Account
Sign in
Best Investors
Account
Sign in
1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-04-09 |
Branch Locations
15 Dartmouth Drive Suite 300, Auburn, NH 03032 • United States
South Boston, MA • United States
280 Congress St Suite 1300, Boston, MA 02210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forbes Financial Planning, Inc. | East Greenwich | RI | 05/2021 | 01/2025 |
| Phillipsburg High School | Stewartsville | NJ | 01/2014 | 05/2018 |
| Regal Movie Theatre | Alpha | NJ | 01/2016 | 01/2017 |
| Fresh Tortillas Restaurant | Alpha | NJ | 01/2017 | 01/2019 |
| Bryant University Intramurals | Smithfield | RI | 01/2018 | 01/2022 |
| Maxlite Lighting Solutions | New Brunswick | NJ | 01/2019 | 06/2019 |
| Fp Solutions Ri, Llc | Cranston | RI | 09/2020 | 02/2021 |
| Naples Realty | Feeding Hills | MA | 08/2021 | 06/2022 |
| Bryant University | Smithfield | RI | 01/2018 | 06/2021 |
| Ameriprise Financial Services, Llc | Cranston | RI | 09/2020 | 01/2021 |
| Massmutual Life Insurance Co | Boston | MA | 02/2025 | Present |
| Mml Investors Services, Llc | Boston | MA | 02/2025 | Present |
NAME: SUMMIT PATHWAYS, INV REL: Y, ADD: RESIDENTIAL ADDRESS, NATURE/DUTIES: OWNER OF LLC FOR PASS THROUGH COMPENSATION, POSITION: OWNER, START DATE: 02/15/2015, NO. HR/MO: 0, NO. HR/MO DURING SEC TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-04-03 |
| S65 | Uniform Investment Adviser Law Examination | 2022-12-16 |
Reach out to this advisor