Best Investors
Account
Sign in
1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2026-06-11 |
| NY | RA | APPROVED | 2026-06-10 |
| MA | RA | APPROVED | 2026-03-16 |
| FL | RA | APPROVED | 2026-03-03 |
| CT | RA | APPROVED | 2026-03-02 |
| RI | RA | APPROVED | 2025-11-21 |
Branch Locations
999 Worcester Street, Wellesley, MA 02482 • United States
1923 Mineral Spring Ave, North Providence, RI 02904 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gracie's Ventures Inc. | Providence | RI | 02/2022 | 05/2024 |
| Clover Food Lab | Boston | MA | 03/2020 | 02/2022 |
| Rhode Island Mushroom Company | North Kingstown | RI | 01/2019 | 02/2022 |
| Sur La Table | Providence | RI | 12/2017 | 03/2020 |
| Johnson & Wales University | Providence | RI | 03/2017 | 05/2019 |
| Unemployed | Pawtucket | RI | 06/2024 | 10/2024 |
| Esca Restaurant | New York City | NY | 07/2016 | 09/2016 |
| Hb + M Chocolate | Mount Tabor | NJ | 10/2016 | 02/2017 |
| Pioneer Financial Group | Warwick | RI | 04/2025 | 07/2025 |
| Bte Feud Entertainment Llc | Norwalk | CT | 05/2023 | 10/2025 |
| A Place For Rover, Inc | Olympia | WA | 07/2024 | Present |
| Tizzy K'S Llc | Providence | RI | 03/2025 | 10/2025 |
| Cetera Advisor Networks Llc | El Segundo | CA | 10/2024 | 04/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 04/2025 | 07/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2025 | 07/2025 |
| Td Private Client Wealth Llc | Providence | RI | 11/2025 | Present |
| Td Bank N.A. | Providence | RI | 11/2025 | Present |
1. NAME OF OTHER BUSINESS: A PLACE FOR ROVER, INC INVESTMENT RELATED: NO ADDRESS: OLYMPIA, WA NATURE OF BUSINESS: INDEPENDENT CONTRACTOR START DATE: 07/2024 POSITION/TITLE/RELATIONSHIP: INDEPENDENT CONTRACTOR APX NUMBER OF HOURS PER WEEK: 3 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: PET CARE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-19 |
Reach out to this advisor