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 |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-02 |
| TX | RA | APPROVED | 2026-04-01 |
Branch Locations
4018 Oleander Drive Suite 102, Wilmington, NC 28403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pathfinder Wealth Consulting | Wilminigton | NC | 05/2009 | 04/2017 |
| Commonwealth Financial Network | Waltham | MA | 09/2009 | 04/2017 |
| Commonwealth Financial Network | Waltham | MA | 04/2017 | 07/2019 |
| Commonwealth Financial Network | Waltham | MA | 07/2019 | 09/2025 |
| Pathfinder Wealth Consulting | Wilmington | NC | 04/2017 | 01/2022 |
| Pathfinder Wealth Consulting | Wilmington | NC | 01/2022 | Present |
| Commonwealth Financial Network | Waltham | MA | 04/2026 | Present |
Fixed insurance sales, as an Agent, under the name 'Pathfinder Wealth Consulting'; As of 08/01/19; 1% time spent during regular business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-11 |
Reach out to this advisor