Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-05-04 |
Branch Locations
3 Executive Park Dr Suite 205, Bedford, NH 03110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 10/2010 | 05/2026 |
| Financial Strategies Retirement Partners | Bedford | NH | 10/2010 | 05/2026 |
| Raymond James Financial Services Advisors, Inc. | Bedford | NH | 05/2026 | Present |
| Raymond James Financial Services, Inc. | Bedford | NH | 05/2026 | Present |
(1)Name of Business: Address: 3 Executive Park Dr Ste 205, Bedford, NH, 33716, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 03/14/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: selling Term life policies (2)Name of Business: Financial Strategies Retirement Partners Address: 3 Executive Park Dr Ste 205, Bedford, NH, 03110, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 02/17/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Advisor - RIA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-06 |
Reach out to this advisor