Best Investors
Account
Sign in
Best Investors
Account
Sign in
75 State Street Mail Code: Ma-Sst-Inv3, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2025-01-02 |
Branch Locations
410 Putnam Pike, Smithfield, RI 02917 • United States
225 Atwood Avenue, Cranston, RI 02920 • United States
215 Main Street, Pawtucket, RI 02860 • United States
555 Reservoir Avenue, Cranston, RI 02910 • United States
One Financial Plaza, Providence, RI 02903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Wakefield | RI | 11/2015 | 09/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wakefield | RI | 11/2015 | 09/2017 |
| Citizens Securities, Inc. | Cranston | RI | 10/2017 | 03/2022 |
| Citizens Securities Inc. | Cranston | RI | 03/2022 | 07/2024 |
| Santander Bank, Na | Boston | MA | 07/2024 | Present |
| Santander Securities, Llc | Boston | MA | 07/2024 | Present |
1. URMySunshine Foundation, board member for nonprofit founded in memory of daughter to raise awareness of cancer, non-investment related, start date 07/23/2025, Cranston RI, 10 hours monthly, none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-29 |
Reach out to this advisor