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 |
|---|---|---|---|
| MD | RA | APPROVED | 2014-03-10 |
Branch Locations
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
131 Main Street Suite 200, Prince Frederick, MD 20678 • United States
172 West Street Suite 7, Annapolis, MD 21401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 03/2014 | Present |
| Pathway Wealth Partners | Prince Frederick | MD | 07/2024 | Present |
1. Fixed insurance sales; as of 2013; Less than 10% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Pathway Wealth Partners, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 2014; 0% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-01 |
Reach out to this advisor