Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-05-13 |
| TX | RA | APPROVED | 2021-05-10 |
Branch Locations
1 Mercantile St Ste 530, Worcester, MA 01608 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North Point Investment Partners | Worcester | MA | 10/2001 | Present |
| Voya Financial Advisors, Inc. | Worchester | MA | 06/2016 | 05/2021 |
| Berkshire Hills Bancorp | Pittsfield | MA | 11/2017 | Present |
| Lpl Financial Llc | Worcester | MA | 05/2021 | Present |
1) 05/10/2021 - NORTH POINTE WEALTH MANAGEMENT- DBA for LPL Business (entity for LPL business)- Inv. Related- Worcester, MA- start date 10/2001- 200 Hrs/Mth - 8 Hrs During Trading. 2) 05/10/2021 - North Pointe Wealth Management- Non-Variable Insurance- Agent selling Fixed life and annuities- Inv. Related- Worcester, MA- start date 2001 - 1 Hrs/Mth - 1 Hrs During Trading. 3) 10/7/2021 - BERKSHIRE HILLS BANCORP - Not Investment Related - At Reported Business Location(s) - 60 State Street, Boston, MA 02109 - For-Profit Board Member - Chairman - Started 2018 - 5 Hours Per Month/1 Hour During Securities Trading - Time Spent 5%. 4) 10/15/2025 - Beacon Bank and Trust - Not Investment Related - For-Profit Board Member - Boston, MA - start Date:12/01/2017 - 6 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-30 |
| S65 | Uniform Investment Adviser Law Examination | 1994-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-09 |
Reach out to this advisor