Best Investors
Account
Sign in
Best Investors
Account
Sign in
400 Washington Street Suite 308, Braintree, MA 02184 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2011-08-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clary Insurance & Investment Planning Corp. | No. Easton | MA | 01/2003 | 07/2017 |
| Self | Bridgewater | MA | 04/1990 | Present |
| Genesis Wealth Advisors, Llc | Stoughton | MA | 06/2011 | Present |
| Gca Insurance Agency, Inc. | Stoughton | MA | 03/2011 | Present |
INSURANCE BROKER; NON INVESTMENT-RELATED ACTIVITY; 1 HOUR PER MONTH GCA INSURANCE AGENCY, INC.; NON INVESTMENT-RELATED ACTIVITY; SAME ADDRESS; INSURANCE; PRESIDENT; 03/2011; 3 HOURS PER MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1990-08-07 |
Reach out to this advisor