Best Investors
Account
Sign in
Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-08-09 |
| RI | RA | APPROVED | 2019-07-30 |
Branch Locations
280 County Rd, Barrington, RI 02806 • United States
580 Metacom Ave, Bristol, RI 02809 • United States
234 Thayer St, Providence, RI 02906 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Bridgewater | MA | 07/2014 | 11/2017 |
| New York Life Insurance Company | Bridgewater | MA | 07/2014 | 11/2017 |
| Creative Wealth Solutions And Insurance Services, Llc | Bridgewater | MA | 09/2015 | 11/2017 |
| Eagle Strategies Llc | Bridgewater | MA | 07/2014 | 11/2017 |
| Santander Bank, Na | Boston | MA | 11/2017 | 07/2019 |
| Santander Securities, Llc | Dorchester | MA | 11/2017 | 07/2019 |
| Jp Morgan Securities, Llc | Providence | RI | 07/2019 | Present |
| Jp Morgan Chase Bank, N.A. | Providence | RI | 07/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-26 |
Reach out to this advisor