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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| ME | RA | APPROVED | 2003-02-05 |
Branch Locations
56 Depot Road, Falmouth, ME 04105 • United States
167 Park Row, Brunswick, ME 04011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 09/1992 | Present |
| Back Cove Financial | Portland | ME | 01/2004 | Present |
1. Fixed insurance sales under name Back Cove Financial, as of May, 2000; 5% of time spent during business hours, conducted at branch, investment related. 2. Dingo Realty, LLC, owner of private entity created as real estate holding company for property in Falmouth, ME, as of 08/01/2013; 2% of time spent during business hours, conducted at branch, not investment related. 3. Co-owner with spouse of rental property located in Bridgton, ME; as of 10/16/2015; 5% of time spent during business hours, not investment related; conducted from branch location. 4. Owner of rental property located in Tampa, FL, as of 01/01/2018; 1% of time spent during business hours; Not conducted at branch location; Investment related. 5. Co-Owner, CBCG Realty, LLC, an entity created for the purpose of buying and managing commercial real estate in Brunswick, ME, as of 06/07/2021; Less than 1% of time spent during business hours; Not Conducted at branch; Investment related. 6. Owner, Byrne Wealth Management; a private entity established to facilitate securities, advisory, and insurance business; as of 5/13/2021; 100% time spent during business hours; Conducted at branch; Investment related. 7. Co-Owner, Back Cove Financial, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 5/11/2021; 100% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-07 |
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