Best Investors
Account
Sign in
Best Investors
Account
Sign in
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| MA | RA | APPROVED | 2023-06-30 |
| CT | RA | APPROVED | 2018-06-28 |
Branch Locations
200 Glastonbury Blvd Suite 101, Glastonbury, CT 06033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Columbia Partners, Llc Investment Management | Chevy Chase | MD | 08/2008 | 03/2018 |
| Heritage Capital Advisors, Llc | Glastonbury | CT | 09/2017 | Present |
| Commonwealth Financial Network | San Diego | CA | 09/2017 | Present |
1. Co-Owner, SR Financial Advisors, LLC, a private entity est. to facilitate securities and advisory business; As of 11/21/19; 1% time spent during regular business hours; Conducted at branch; Investment related. 2. Fixed insurance sales, as an Agent, under the name 'Heritage Capital Advisors'; As of 06/30/18; 1% time spent during regular business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-02-22 |
| S66 | Uniform Combined State Law Examination | 2007-01-05 |
Reach out to this advisor