Best Investors
Account
Sign in
Best Investors
Account
Sign in
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-29 |
Branch Locations
1377 Motor Parkway Suite 205, Islandia, NY 11749 • United States
Stony Brook, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creative Wealth Management Llc | Islandia | NY | 09/2012 | Present |
| Sportime | Kings Park | NY | 06/2008 | Present |
| Usta | Flushing Meadows | NY | 08/2010 | Present |
| Royal Alliance | Islandia | NY | 07/2013 | 01/2020 |
| Commonwealth Financial Network | Waltham | MA | 01/2020 | Present |
1.Fixed insurance sales, as an Agent, under the name 'Creative Wealth Management, LLC'; As of 1/2/2020; Less than 5% time spent during business hours; Conducted at branch; Investment related. 2.Tennis Instructor, teaching tennis as a USPTA Certified Tennis Professional; Located 275 Old Indian head Rd, Kings Park, NY; As of 2009; 0% time spent during business hours; Not conducted at branch; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-31 |
Reach out to this advisor