Best Investors
Account
Sign in
Best Investors
Account
Sign in
9 Pond Lane Suite 3A, Concord, MA 01742 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2014-07-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Twelve Points Wealth Management | Concord | MA | 07/2014 | Present |
1) USA 500 CLUBS; Investment related: No; Location: PO Box 812578 Wellesley MA 02482 USA; Description: Networking; Position Title: Owner; Responsibilities Duties: recruit new members; Start date: 2013-10-01; Hours per month during trading hours: 2; Hours per month outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 1. 2) Board Member; Massachusetts Restaurants United; investment related: No; Location: 100 Kin Hill Rd Braintree MA 02184 USA; Responsibilities Duties: Networking business development; Start date with business: 2023-02-01; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 0;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-08 |
Reach out to this advisor