Best Investors
Account
Sign in
290 Congress Street, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-08-01 |
Branch Locations
290 Congress Street, Boston, MA 02210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Columbia Management Investment Distributors, Inc. | Independence | MN | 02/2025 | Present |
| Cove Technologies | Stamford | CT | 08/2024 | 01/2025 |
| Cisco Brewers & The Wheel Restaurant | Stamford | CT | 06/2023 | 08/2023 |
| Impact Planning Group | Stamford | CT | 05/2022 | 08/2022 |
| Cisco Brewers & The Wheel Restaurant | Stamford | CT | 05/2022 | 08/2022 |
| Carefree Boat Club | Stamford | CT | 05/2021 | 08/2021 |
| Woodway Beach Club | Stamford | CT | 05/2019 | 08/2020 |
| Unemployed | Stamford | CT | 02/2015 | 04/2019 |
| Unemployed | Stamford | CT | 09/2023 | 07/2024 |
| Unemployed | Stamford | CT | 09/2020 | 04/2021 |
| Unemployed | Stamford | CT | 09/2021 | 04/2022 |
| Unemployed | Stamford | CT | 09/2022 | 05/2023 |
| Columbia Management Investment Advisers, Llc | Independence | MN | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-08 |
Reach out to this advisor