Best Investors
Account
Sign in
Best Investors
Account
Sign in
14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-03-11 |
| TX | RA | APPROVED | 2026-03-11 |
| MA | RA | APPROVED | 2021-03-02 |
Branch Locations
1900 West Park Drive, Ste. 280, Westborough, MA 01581 • United States
14600 Branch St., Omaha, NE 68154 • United States
130 Turner St., Building #3 Suite 620, Waltham, MA 02453 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Enterprise Bank | Lowell | MA | 05/2012 | 10/2020 |
| Dakota Wealth, Llc | Peabody | MA | 10/2020 | 02/2021 |
| Cwm, Llc | Omaha | NE | 02/2021 | Present |
| Boston Retirement Group | Waltham | MA | 02/2021 | 01/2024 |
| Boston Retirement Group | Waltham | MA | 01/2024 | Present |
1. NAME OF BUSINESS: Greater Lawrence Community Action Council NATURE: Creates opportunities by collaborating with the community START: 06/05/2019 POSITION: Board Member APPX. HRS/MONTH: 2 % APPX HRS/MONTH DURING TRADING HOURS: 50 DUTIES: Board Member 2. FIXED INSURANCE NATURE: Insurance START: 01/01/2022 APPX. HRS/MONTH: 5 % APPX HRS/MONTH DURING TRADING HOURS: 3 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC 3. NAME OF BUSINESS: Notary Public NATURE: Notary START: 12/09/2020 POSITION: Notary APPX. HRS/MONTH: <1 % APPX HRS/MONTH DURING TRADING HOURS: <1 DUTIES: Notary services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-08 |
Reach out to this advisor