Best Investors
Account
Sign in
345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-06-15 |
Branch Locations
345 California Street Suite 600, San Francisco, CA 94104 • United States
111 Commercial St. Suite 501 , Portland, ME 04101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harborview Advisors | Portland | ME | 10/2014 | 12/2021 |
| Wealthshield Partners, Llc | Portland | ME | 12/2021 | 07/2026 |
| Farther | Portland | ME | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-27 |
Reach out to this advisor