Best Investors
Account
Sign in
One Technology Drive Suite 100, Westborough, MA 01581 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-06-30 |
Branch Locations
One Technology Drive Suite 100, Westborough, MA 01581 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of America | Providence | RI | 08/2006 | 03/2022 |
| Mutual Of America | Providence | RI | 06/2022 | 06/2023 |
| Grimes & Company, Inc. | Westborough | MA | 06/2023 | Present |
| Strategic Retirement Partners | Providence | RI | 03/2022 | 06/2022 |
Independent Insurance Agent; not investment-related; started 08/2006; approximately 5 hours per month, all during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-22 |
Reach out to this advisor