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 | 2026-03-24 |
| WA | RA | APPROVED | 2005-03-02 |
Branch Locations
3010 Harborview Drive Suite #301, Gig Harbor, WA 98335 • 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 |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 03/2005 | Present |
| Summit Wealth Management | Gig Harbor | WA | 04/2019 | Present |
1. President and Owner, Summit Wealth Management, Inc., entity established to facilitate securities, advisory, and insurance business; As of 01/01/2018; 90% time spent during regular business hours; Conducted at branch; Investment related. 2. Fixed insurance sales, as an Agent, under the name 'Summit Wealth Management'; As of 01/01/2018; 5% time spent during regular business hours; Conducted at branch; Investment related. 3. Owner of a commercial office property located in Gig Harbor, WA; As of 11/17/19; 1% time spent during regular business hours; Conducted at branch; Investment related. 4. Owner of rental property located in Bozeman, Montana, as of 6/15/2021; Less than 1% of time spent during business hours; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-03 |
Reach out to this advisor