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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| NC | RA | APPROVED | 2022-02-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2014 | 02/2022 |
| Cardinal Hill Wealth Management | Cary | NC | 02/2022 | Present |
| Commonwealth Financial Network | Waltham | MA | 02/2022 | 07/2026 |
| Commonwealth Financial Network | Waltham | MA | 07/2026 | Present |
1. Fixed insurance sales; as of 9/3/2021; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-owner of rental property located in Raleigh, NC, as of 5/05/2019; 0% time spent during business hours; Not conducted at branch location; Investment related. 3. Co-Owner, Cardinal Hill Wealth Management, LLC a private entity established to facilitate securities, advisory, and insurance business; as of 02/25/2022; 90% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-14 |
Reach out to this advisor