Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-05-15 |
| TX | RA | APPROVED_RES | 2024-05-10 |
Branch Locations
990 Washington St, Ste 211, Dedham, MA 02026 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nuveen Investments | Chicago | IL | 05/2016 | 05/2019 |
| Cadaret Grant & Co., Inc. | Dedham | MA | 05/2019 | 05/2024 |
| Lpl Financial | Dedham | MA | 05/2024 | Present |
1) 05/2024 - RVW Wealth Management, LLC / Owner / Business Entity For Tax/Investment Purposes Only / Not Inv. Related / Hingham, MA / Start date 09/14/2023 - 2) 05/2024 - Next Era Wealth Management LLC / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 160 Hrs per month - 100% Time Spent 3) 05/2024 - Ryan Van Weezel / Tax Prep/Accounting/CPA / Inv. Related / Hingham, MA / Start date 05/01/2020 - 10 Hrs per month - 2 % Time Spent 4) 05/2024 - Ryan Van Weezel / Notary / Inv. Related / Start date 09/02/2021 - .5 Hrs per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-19 |
Reach out to this advisor