Best Investors
Account
Sign in
Best Investors
Account
Sign in
35 Broadway 2Nd Floor, Taunton, MA 02780 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-10-16 |
| TX | RA | APPROVED | 2025-09-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Smithfield | RI | 02/2025 | 08/2025 |
| Rhode Island Turnpike & Bridge Authority | Jamestown | RI | 09/2021 | 02/2025 |
| Southern Connecticut State University | New Haven | CT | 08/2019 | 06/2022 |
| Middletown High School | Middletown | RI | 09/2015 | 06/2019 |
| Bristol Wealth Group | Taunton | MA | 09/2025 | Present |
| University Of Rhode Island | Kingston | RI | 09/2022 | 12/2024 |
NAME OF OBA: SOUTHERN MASSACHUSETTS FOOTBALL OFFICIALS ASSOCIATION; ADDRESS OF OBA: SOMERSET, MA 02726; NATURE: YOUTH AND HIGH SCHOOL FOOTBALL REFEREE; INVESTMENT RELATED: NO; TITLE WITH OBA: FOOTBALL OFFICIAL; DUTIES: ENFORCEMENT OF RULES AND GAME MANAGEMENT FOR YOUTH AND HIGH SCHOOL FOOTBALL; START DATE: 08/01/2024; APPROX. NUMBER OF HOURS/MONTH: 20; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2025-05-29 |
Reach out to this advisor