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 | 2026-03-27 |
| PA | RA | APPROVED | 2014-06-02 |
Branch Locations
1705 Newtown-Langhorne Road Suite 1, Langhorne, PA 19047 • United States
Richboro, PA • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 05/2014 | Present |
1. Fixed insurance sales; As of 5/30/2014; 4% time spent during business hours; Conducted at branch location; Investment related. 2. Owner, CURO Wealth Management LLC, a Private Entity established to facilitate Securities, advisory, and insurance Business; As of 5/30/2014; <5% time spent during business hours; Conducted at branch; Investment related. 3. E Health; Medicare product referrals; as of 12/01/21; Less than 5% of time spent during business hours; not investment related; conducted at branch. 4. Co-owner, 1705 LNR, LLC, an entity created for the purpose of buying and renting branch office location, as of 4/9/2019; <5% time spent during business hours; Conducted at branch; Investment related. Currently shell company with no tenant.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-03 |
Reach out to this advisor