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 |
| IL | RA | APPROVED | 2019-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invesco Distributors, Inc. | Houston | TX | 01/2014 | 06/2017 |
| Invesco Advisers, Inc. | Atlanta | GA | 05/2015 | 06/2017 |
| Mass Mutual Life Insurance Company | Bloomingdale | IL | 07/2017 | 12/2018 |
| Mml Investors Services | Bloomingdale | IL | 08/2017 | 12/2018 |
| Lenox Advisors, Inc. | Bloomingdale | IL | 06/2017 | 12/2018 |
| Commonwealth Financial Network | Waltham | MA | 01/2019 | Present |
| Murphy Financial Group | Bloomingdale | IL | 01/2019 | Present |
1. Owner, Murphy Financial Group, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 5/08/2024; 95% time spent during business hours; Conducted at branch; Investment related. 2. Fixed insurance sales; As of 1/2/2019; Approximately 25% time spent during securities trading hours per month; Conducted at branch location; Investment related. 3. E Health; Medicare product referrals; as of 12/01/21; Less than 5% of time spent during business hours; not investment related; conducted at branch.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-07 |
Reach out to this advisor