Best Investors
Account
Sign in
Best Investors
Account
Sign in
7 Custom House St 4Th Floor, Portland, ME 04101-4194 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2024-07-30 |
Branch Locations
7 Custom House St 4Th Floor, Portland, ME 04101-4194 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 01/2013 | 09/2021 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 03/2023 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2023 | 01/2024 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2023 | 01/2024 |
| Pension Professionals | Biddeford | ME | 03/2023 | 01/2024 |
| Hm Payson Co | Portland | ME | 09/2021 | 08/2022 |
| Headinvest | Portland | ME | 06/2024 | Present |
| Unemployed | South Portland | ME | 01/2024 | 06/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-25 |
Reach out to this advisor