Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-11-13 |
| FL | RA | APPROVED | 2023-06-23 |
| TX | RA | APPROVED | 2023-06-22 |
| CO | RA | APPROVED | 2018-11-02 |
| MA | RA | APPROVED | 2018-11-02 |
Branch Locations
160 Gould Street Suite 212, Needham Heights, MA 02494 • 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 |
|---|---|---|---|---|
| Signator Investors, Inc. | Boston | MA | 07/1992 | 11/2018 |
| John Hancock Life Insurance Co. | Boston | MA | 01/2000 | 11/2018 |
| Royal Alliance Associates, Inc. | Needham Heights | MA | 11/2018 | Present |
1. CENTINEL FINANCIAL GROUP POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/15/1992 ADDRESS: 160 Gould Street, Suite 212, Needham MA 02494, United States DESCRIPTION: receive renewals from older life insurance contracts with John Hancock 2. DISABILITY INSURANCE POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2015 ADDRESS: 160 Gould Street, 3rd Floor, Needham MA 02494, United States DESCRIPTION: Provide disability insurance policies 3. CRUMP LIFE INSURANCE POSITION: Agent NATURE: Life, LTC and disability insurance policies with multiple carriers. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 2 START DATE: 11/05/2018 ADDRESS: 4135 North Front Street, Harrisburg PA 17110, United States DESCRIPTION: provide life, disability or LTC insurance policies
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-03 |
Reach out to this advisor