Best Investors
Account
Sign in
40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2026-08-31 |
| TX | RA | APPROVED | 2026-08-31 |
Branch Locations
907 University Ave, Fairbanks, AK 99709 • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| AK | RA | APPROVED | 2004-02-06 |
Branch Locations
600 West Broadway Suite 3200, San Diego, CA 92101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 02/2004 | 09/2022 |
| Commonwealth Financial Network | San Diego | CA | 09/2022 | 08/2026 |
| &Partners | Nashville | TN | 08/2026 | Present |
1. Co-Owner, SBS Retirement Consultants, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 01/09/2008; 90% of time spent during business hours; Conducted at branch; Investment related. 2. Member and Co-Owner, TCOB, LLC, a private entity est. as a real estate management company; as of 06/22/2007, Less than 5% of time spent during business hours, Investment related, Conducted at branch. 3. Member, Fairbanks North Star Borough Commission on Salaries & Emoluments, municipal government entity; as of 01/2009, Less than 1% of time spent during business hours, Not conducted at branch; Not investment related. 4. Member and Co-Owner, Nottingham Hill, LLC, a private entity est. as a real estate holding company; as of 04/30/2011, 0% of time spent during business hours, Not conducted at branch; Investment related. 5. Member and Part Owner, MSH, LLC, a private entity est. to own/manage a property located in Fairbanks, AK; As of 01/24/20; 1% time spent during regular business hours; Conducted at branch; Investment related. 6. Co-owner of rental property located in Kihei, HI, as of 4/01/2021; 0% time spent during business hours; Not conducted at branch location; Investment related. 7. Owner of rental property located in Fairbanks, AK, as of 10/15/2022; 0% time spent during business hours; Not conducted at branch location; Investment related. 8. Corporator, Mt. McKinley Bank; as of 10/20/2022; less than 1% time spent during business hours; located at Fairbanks, AK; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-06-13 |
Reach out to this advisor