Best Investors
Account
Sign in
1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-11-22 |
| ME | RA | APPROVED | 2022-11-18 |
| NH | RA | APPROVED | 2022-11-09 |
Branch Locations
300 Franklin Street, Manchester, NH 03101 • United States
1255 South Willow Street 2Nd Floor, Manchester, NH 03103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts General Hospital | Danvers | MA | 02/2015 | 12/2020 |
| New York Life Insurance Company | Waltham | MA | 01/2021 | 09/2022 |
| Nylife Securities Llc. | Waltham | MA | 02/2022 | 09/2022 |
| Td Bank N.A. | Plaistow | NH | 09/2022 | 10/2024 |
| Td Private Client Wealth Llc | Portsmouth | NH | 09/2022 | 10/2024 |
| Td Bank N.A. | Manchester | NH | 10/2024 | Present |
| Td Private Client Wealth Llc | Manchester | NH | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-02 |
Reach out to this advisor