Best Investors
Account
Sign in
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-04-10 |
Branch Locations
Fort Payne, AL • United States
201 Gault Ave North , Fort Payne, AL 35967 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metropolitan Life Insurance Company | Gadsden | AL | 07/1986 | 12/2017 |
| Metlife Securities Inc. | Gadsden | AL | 07/1986 | 12/2017 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 12/2017 |
| Mml Investors Services, Llc | Fort Payne | AL | 03/2017 | 12/2017 |
| Pruco Securities, Llc. | Fort Payne | AL | 01/2018 | 11/2024 |
| Prudential Insurance Company Of America | Fort Payne | AL | 01/2018 | 04/2025 |
| Lpl Enterprise, Llc | Fort Payne | AL | 11/2024 | 04/2025 |
| Commonwealth Financial Network | Waltham | MA | 04/2025 | Present |
| Summit Wealth Management | Fort Payne | AL | 04/2025 | Present |
1. Election Official, Dekalb County Alabama Probate Judge's Office.; Located at 300 Grand Ave SW # 100, Fort Payne, AL 35967, as of 11/05/2012; 0% of time spent during business hours; Not conducted at branch location; Not investment related. 2. Fixed insurance sales; Located at 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921, as of 03/31/2025; 5% of time spent during business hours; Conducted at branch location; Investment related. 3. Co-owner, Citadel Financial Group, LLC; a private entity established to facilitate securities, advisory, and insurance business; Located in N Fort Payne, AL, as of 03/31/2025; 5% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-07-26 |
Reach out to this advisor