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 |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-02 |
| RI | RA | APPROVED | 2021-07-28 |
Branch Locations
200 Crossings Blvd Suite 200, Warwick, RI 02886 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Warwick | RI | 03/2019 | Present |
| Mml Investors Services, Llc | Warwick | RI | 06/2019 | Present |
| Fidelity Investments | Smithfield | RI | 05/2017 | 08/2017 |
| Barnum Financial Group | Shelton | CT | 05/2018 | 08/2018 |
| Berling & Associates Llc | New London | CT | 08/2018 | 04/2019 |
| Paddy's Beach Club | Westerly | RI | 05/2015 | 09/2016 |
| Iona Collge | New Rochelle | NY | 08/2015 | 05/2019 |
Name: Jack Patten Inv rel: Y Add: Residential Address Nature: Outside Insurance Sales Position: Agent Start date: 02/13/2020 No. HR/MO: 1 No. HR/MO during sec trading: 1 Describe duties: Individual/Group life, Individual/Group Health, Disability, Long-term care, & Fixed Annuities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-14 |
Reach out to this advisor