Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-11 |
| AL | RA | APPROVED | 2024-07-25 |
| VT | RA | APPROVED | 2024-04-10 |
| NH | RA | APPROVED | 2024-03-21 |
Branch Locations
894 N. Putney Road Ms: Vta 529, Brattleboro, VT 05301 • United States
74 Pleasant St. Ms: Nh425, Claremont, NH 03743 • United States
6 Russell Street Ms: Ma606, Woburn, MA 01801 • 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 |
|---|---|---|---|---|
| Santander Securities, Llc | Dorchester | MA | 08/2012 | 02/2018 |
| Santander Bank, Na | Boston | MA | 08/2012 | 02/2018 |
| Boston Beer Works | Boston | MA | 09/2016 | 12/2016 |
| Citizens Bank | Medford | MA | 05/2018 | 09/2020 |
| Citizens Securities, Inc. | Manchester | NH | 09/2020 | 08/2021 |
| Valic Financial Advisors, Inc. | Nashua | NH | 08/2022 | 04/2023 |
| Td Bank | Keene | NH | 09/2021 | 02/2022 |
| Unemployed | Keene | NH | 02/2022 | 08/2022 |
| Agia | Houston | TX | 12/2022 | 04/2023 |
| Unemployed | Dorchester | MA | 02/2018 | 05/2018 |
| Randy Lowenberg | Keene | NH | 05/2023 | 02/2024 |
| Northwestern Mutual Investment Services | Keene | NH | 05/2023 | 02/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 06/2023 | 02/2024 |
| Citizens Securities, Inc. | Claremont | NH | 02/2024 | Present |
1) Greater Monadnock Collaborative - Member - Attend events for networking in my community. 6-8 monthly. 2) Notary Public
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-06 |
Reach out to this advisor