Best Investors
Account
Sign in
Best Investors
Account
Sign in
200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2025-04-14 |
| CA | RA | APPROVED | 2024-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | San Diego | CA | 07/2011 | 12/2018 |
| Independent Financial Partners | San Diego | CA | 08/2011 | 12/2018 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 10/2018 | 01/2025 |
| Triad Advisors | Norcross | GA | 01/2019 | 12/2021 |
| Integrated Wealth Concepts Llc | Waltham | MA | 01/2025 | Present |
01/2025 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: RETIREMENTDNA - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 01/2025 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-08 |
Reach out to this advisor