Best Investors
Account
Sign in
Best Investors
Account
Sign in
Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-10-29 |
Branch Locations
Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | Boston | MA | 04/2012 | 02/2023 |
| Alera Investment Advisors, Llc | Easton | MA | 10/2024 | Present |
| Alera Group | Easton | MA | 07/2023 | Present |
| Unemployed | Easton | MA | 02/2023 | 08/2023 |
1. American Legion, Post 7; non-investment related; Easton, Massachusetts; officer/director; start date 9.21.2021; unpaid role with local American Legion post.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-06-09 |
| S65 | Uniform Investment Adviser Law Examination | 2006-06-05 |
Reach out to this advisor