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 |
| FL | RA | APPROVED | 2014-10-16 |
Branch Locations
16524 Pointe Village Drive Suite 200, Lutz, FL 33558 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 01/2015 | Present |
| Addessi Financial Partners | Lutz | FL | 01/2015 | Present |
1) Assistant Tax Preparer under the name Addessi Financial Partners; Conducted at branch location; Not investment related. 2) Agent, Fixed Insurance Sales; As of 04/24/2018; Approximately 1% time spent during securities trading hours per month; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 2014-02-11 |
Reach out to this advisor