Best Investors
Account
Sign in
Best Investors
Account
Sign in
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-04-01 |
Branch Locations
50 Salem Street Suite 200, Lynnfield, MA 01940 • United States
Salem, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity | Hingham | MA | 06/2019 | 04/2024 |
| Fidelity | Hingham | MA | 06/2018 | 08/2018 |
| Rashti | Columbia | SC | 02/2019 | 05/2019 |
| Newmarket Business Association | Boston | MA | 05/2017 | 01/2018 |
| University Of South Carolina | Columbia | SC | 09/2015 | 05/2019 |
| Capital Management Partners, Llc | Lynnfield | MA | 04/2024 | Present |
| Commonwealth Financial Network | Waltham | MA | 04/2024 | Present |
Fixed insurance sales; Located at 50 Salem Street, Suite 200, Lynnfield, MA 01940, as of 04/22/2024; 20% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-04 |
Reach out to this advisor