Best Investors
Account
Sign in
Best Investors
Account
Sign in
337 Turnpike Road Suite 203, Southborough, MA 01772 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-12 |
| MA | RA | APPROVED | 2026-05-01 |
| NH | RA | APPROVED | 2026-04-17 |
Branch Locations
337 Turnpike Road Suite 203, Southborough, MA 01772 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penfacs Financial Services | Southborough | MA | 05/1993 | 12/2016 |
| The New Penfacs Inc. | Southborough | MA | 04/2007 | Present |
| The New Penfacs Insurance Agency | Southborough | MA | 05/2007 | Present |
| Penfacs Financial Services | Southborough | MA | 03/2026 | Present |
(1) 5/2007 The New PenFacs Insurance Agency; President/Insurance Agent; Insurance Agency; Investment Related; 337 Turnpike Road, Southborough, MA 01772; 64 Hours/Month; 1 Hours During Trading Hours/day; Oversee operations, compliance, and sales of life insurance, long-term care insurance, disability insurance, and annuities. (2) 4/2007 The New PenFacs Inc.; President/Registered Rep; Broker Dealer; Investment Related; 337 Turnpike Road, Southborough, MA 01772; 64 Hours/Month; 5.5 Hours During Trading Hours/day; Oversee operations, compliance, and sales of variable life insurance, variable annuities, 401(k) plans, deferred compensation plans, and executive benefit plans. (3) 3/2026 PenFacs Financial Services; President/Investment Adviser Representative; Investment Advisory Firm; Investment Related; 337 Turnpike Road, Southborough, MA 01772; 32 Hours/Month; 5.5 Hours During Trading Hours/day; Oversee operations, compliance, and client servicing of discretionary managed investment accounts
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-08-19 |
Reach out to this advisor