Best Investors
Account
Sign in
Best Investors
Account
Sign in
4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-10 |
| MA | RA | APPROVED | 2023-04-19 |
Branch Locations
Two Newton Executive Park 2227 Washington Street, Suite 202, Newton, MA 02462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aevitas Wealth Management, Inc. | Wellesley Hills | MA | 03/2019 | 02/2023 |
| Coldwell Banker Residential Brokerage | Franklin | MA | 08/2014 | 03/2019 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 02/2023 | Present |
1) Marisa Muldowney is affiliated with Coldwell Banker Residential Brokerage as a Referral Associate. Marisa Muldowney spends approximately 1 hour per month on this activity and receives commission for referrals. This activity is not investment-related. Start Date - Aug 1, 2014
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-13 |
Reach out to this advisor