Best Investors
Account
Sign in
Best Investors
Account
Sign in
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-11-07 |
| FL | RA | APPROVED | 2025-05-15 |
| MA | RA | APPROVED | 2025-03-10 |
| CA | RA | APPROVED | 2024-11-04 |
Branch Locations
31 Washington St 2Nd Floor, Wellesley, MA 02481 • United States
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Boston | MA | 10/2014 | 06/2023 |
| Mml Investors Services, Llc | Boston | MA | 03/2013 | 06/2023 |
| Hornor, Townsend & Kent, Llc | Horsham | PA | 06/2023 | 07/2024 |
| The Penn Mutual Life Insurance Company | Horsham | PA | 06/2023 | 07/2024 |
| Lido Advisors, Llc | Los Angeles | CA | 10/2024 | Present |
NAME OF ACTIVITY: INSURANCE/BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: NA | POSITION HELD: AGENT MANAGER | ADDRESS: 56 W EMERSON ST, #3, MELROSE, MA 02176 | START DATE: 06/19/2023 | NATURE OF ACTIVITY: INSURANCE SALES | APPROX HRS PER MTH: 40 | APPROX TRADING HRS PER MTH: 40 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-08 |
| S66 | Uniform Combined State Law Examination | 2013-04-23 |
Reach out to this advisor