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 |
|---|---|---|---|
| ME | RA | APPROVED | 2023-04-28 |
Branch Locations
5 Fundy Rd Suite 2C, Falmouth, ME 04105 • United States
South Portland, ME • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| South Portland School District | South Portland | ME | 08/2007 | Present |
| Edward Jones | Portland | ME | 04/2014 | 09/2019 |
| Mass Mutual Life Insurance Company | Falmouth | ME | 09/2019 | 04/2023 |
| Mml Investors Services | Falmouth | ME | 09/2019 | 04/2023 |
| Casco Bay Wealth Advisors | Falmouth | ME | 04/2023 | Present |
| Commonwealth Financial Network | Waltham | MA | 04/2023 | Present |
1. Fixed insurance sales; as of 4/28/2023; 20% of time spent during business hours; Conducted at branch location; Investment related. 2. Coach/Instructor, South Portland High School; Located at 637 Highland Ave, South Portland, ME 04106, as of 08/18/2025; 0% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-20 |
Reach out to this advisor