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 |
| CT | RA | APPROVED | 2021-04-29 |
Branch Locations
447 Naubuc Avenue Suite 111, Glastonbury, CT 06033 • United States
2514 Boston Post Road Suite 4C, Guilford, CT 06437 • United States
South Glastonbury, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services | Glastonbury | CT | 06/2009 | 04/2021 |
| Commonwealth Financial Network | Waltham | MA | 04/2021 | Present |
| Meritage Financial Strategies, Llc | Glastonbury | CT | 04/2021 | Present |
1. Fixed insurance sales; as of 04/30/2021; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-Owner, Meritage Financial Strategies; a private entity established to facilitate securities, advisory, and insurance business; Located in Glastonbury, CT 06033; as of 4/01/2025; 1% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-13 |
Reach out to this advisor