Best Investors
Account
Sign in
Best Investors
Account
Sign in
200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-31 |
Branch Locations
200 5Th Avenue Suite 4010, Waltham, MA 02451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel Nicolaus & Co Inc | Boston | MA | 11/2014 | 03/2018 |
| Mutual Securities Inc | Camarillo | CA | 03/2018 | 12/2019 |
| Claro Advisors Llc | Boston | MA | 03/2018 | 07/2025 |
| Integrated Wealth Concepts | Waltham | MA | 03/2025 | Present |
1.INDEPENDENT INSURANCE AGENT, SOLE PROPRIETOR, START DATE: 03/02/2018, 100 HIGH STREET, STE 950, BOSTON, MA 02110, INDEPENDENT CONTRACTOR/AGENT THROUGH MARCUS INSURANCE AGENCY, PROVIDES LIFE, HEALTH AND VARIABLE INSURANCE SOLUTIONS, 4 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 2. 03/2025 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: COREY WEALTH PARTNERS - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 03/14/2025 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-04 |
Reach out to this advisor