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 |
| CA | RA | APPROVED | 2008-06-18 |
Branch Locations
2221 Camino Del Rio South Suite 205, San Diego, CA 92108 • United States
Carlsbad, CA • United States
2 disclosure categories 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 | 06/2008 | Present |
| Stafford Financial Group | San Diego | CA | 06/2008 | 01/2022 |
| Commonwealth Financial Network | Carlsbad | CA | 01/2022 | Present |
1. Fixed insurance sales; as of 4/23/2008; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Commonwealth Financial Network a private entity established to facilitate securities, advisory, and insurance business; as of 12/10/2017; 100% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-28 |
Reach out to this advisor