Best Investors
Account
Sign in
Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-15 |
| CT | RA | APPROVED | 2026-05-26 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Boston | MA | 03/2026 | Present |
| Citizens Bank | Boston | MA | 04/2025 | 03/2026 |
| Big Night Entertainment Group | Boston | MA | 09/2018 | 01/2019 |
| Revere Public Schools | Revere | MA | 09/2018 | 03/2019 |
| Century 21 North East | Revere | MA | 07/2014 | 07/2017 |
| Dacey Realty | Revere | MA | 11/2018 | 01/2019 |
| Century 21 North East | Revere | MA | 02/2019 | 03/2019 |
| Live Nation | Boston | MA | 05/2018 | 10/2018 |
| Citizens Bank | Revere | MA | 03/2019 | 04/2021 |
| Lowe's Companies | Saugus | MA | 03/2018 | 05/2018 |
| Primark | Boston | MA | 06/2017 | 12/2017 |
| Boch Center | Boston | MA | 09/2017 | 10/2018 |
| The National Society Of Leadership And Success | Boston | MA | 07/2015 | 06/2017 |
| Citizens Bank | Canton | MA | 05/2019 | 04/2021 |
| Santander Bank, Na | Boston | MA | 04/2021 | 04/2025 |
| Santander Securities, Llc | Dorchester | MA | 12/2022 | 04/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-24 |
Reach out to this advisor