Best Investors
Account
Sign in
Best Investors
Account
Sign in
1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-07-23 |
Branch Locations
301 Edgewater Place Suite 200, Wakefield, MA 01880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Boston | MA | 08/2013 | 01/2021 |
| Morgan Stanley | Boston | MA | 06/2009 | 01/2021 |
| Darrow Wealth Management | Boston | MA | 01/2021 | 05/2021 |
| Ameriprise Financial Services, Llc | Wellesley | MA | 10/2021 | 12/2024 |
| Unemployed | Brookline | MA | 06/2021 | 09/2021 |
| Ouellette Wealth Advisory, Llc | Lexington | MA | 12/2024 | 04/2025 |
| Ouellette Wealth Management Group | Lexington | MA | 12/2024 | 04/2025 |
| Osaic Wealth, Inc. | Lexington | MA | 12/2024 | 04/2025 |
| Mml Investors Services, Llc | Wakefield | MA | 06/2025 | Present |
| Massmutual Life Insurance Co | Wakefield | MA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-15 |
Reach out to this advisor