Best Investors
Account
Sign in
45 School Street, Boston, MA 02108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Street Global Advisors Funds Distributors Llc | Boston | MA | 07/2008 | 03/2020 |
| State Street Bank And Trust | Boston | MA | 07/2008 | 01/2017 |
| State Street Global Advisors Trust Company | Boston | MA | 01/2017 | 03/2020 |
| Gw & Wade, Llc | Wellesley | MA | 03/2020 | 03/2024 |
| Gw & Wade Asset Management Company | Wellelsey | MA | 03/2020 | 12/2023 |
| The Colony Group, Llc | Boston | MA | 03/2024 | 05/2025 |
| Welch & Forbes Llc | Boston | MA | 06/2025 | Present |
Name of Business: Harvard Business School; Business is not investment-related; Address: Harvard Business School, Soldiers Field, Boston, MA 02163; Nature of Business: Coaching/mentoring HBS second year students in an entrepreneurial sales class; Position/Title Held: Mentor; Start Date: 9/18/2023; Approximate number of hours/month devoted to other business: 6-10; Number of hours devoted to the other business during securities trading hours: 0; Description of duties: Meet with 4-5 students bi-weekly on Monday nights to review their assignments. Students record mock sales calls as part of the class. I grade the calls and provide feedback.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-18 |
Reach out to this advisor