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 | 2026-03-23 |
| MD | RA | APPROVED | 2016-10-25 |
Branch Locations
9881 Broken Land Parkway Suite 220, Columbia, MD 21046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Columbia | MD | 12/2009 | Present |
| Mml Investors Services Inc. | Columbia | MD | 03/2010 | 10/2016 |
| Commonwealth Financial Network | Waltham | MA | 10/2016 | Present |
1) Selling fixed insurance products under 'Vision Wealth Partners, as well as splitting commissions and receiving referral fees with co-owner. 2) Co-owner, Vision Wealth Partners, LLC, entity created to operate securities and advisory business, conducted at branch, investment realted. 3) Co-Owner, 9881 Holdings, LLC; as of 06/01/2018; Approximately 0% time spent during securities trading hours per month; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-10-27 |
| S65 | Uniform Investment Adviser Law Examination | 2011-01-14 |
Reach out to this advisor