Best Investors
Account
Sign in
Best Investors
Account
Sign in
Two International Drive Suite 110, Portsmouth, NH 03801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-09-26 |
| MA | RA | APPROVED | 2022-03-08 |
| ME | RA | APPROVED | 2022-02-28 |
| NH | RA | APPROVED | 2022-02-28 |
Branch Locations
Two International Drive Suite 110, Portsmouth, NH 03801 • United States
222 Rosewood Drive Suite 310, Danvers, MA 01923 • United States
69 York Street Suite 1, Kennebunk, ME 04043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nycbos Llc, Dba Seaside Liquors | Salisbury | MA | 11/2014 | 12/2022 |
| Commonwealth Financial Network | Waltham | MA | 01/2018 | 08/2025 |
| Nvest Financial, Llc | Portsmouth | NH | 08/2018 | 06/2025 |
| Purshe Kaplan Sterling | Albany | NY | 07/2025 | Present |
| Nvest Financial, Llc | Portsmouth | NH | 06/2025 | Present |
1) Daphne Lafazan is dually registered as an Investment Advisor Representative with Nvest Financial LLC ("Nvest") and as a Registered Representative with Purshe Kaplan Sterling Investments, Inc. ("PKS"). Business is conducted from TWO INTERNATIONAL DRIVE, SUITE 110, PORTSMOUTH, NH, USA, 03801. Approximately 90% of Ms. Lafazan's time is for services under Nvest, and the balance is as a Registered Representative of PKS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-08-13 |
| S65 | Uniform Investment Adviser Law Examination | 2018-03-02 |
Reach out to this advisor