Best Investors
Account
Sign in
New York, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-11-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| William Blair & Company | Chicago | IL | 04/2012 | 01/2018 |
| Cw F-Office Llc | Pittsfield | MA | 08/2023 | Present |
| Self Employeed | Brookline | MA | 01/2018 | 08/2023 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-01-22 |
| S65 | Uniform Investment Adviser Law Examination | 2023-07-14 |
| S66 | Uniform Combined State Law Examination | 2006-08-29 |
Reach out to this advisor