Best Investors
Account
Sign in
200 Berkeley St., Boston, MA 02116-5022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-05-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pioneer Funds Distributor, Inc. | Boston | MA | 08/2015 | 06/2017 |
| Amundi Pioneer Distributor, Inc. | Boston | MA | 07/2017 | 12/2020 |
| Amundi Distributor Us, Inc. | Boston | MA | 01/2021 | 04/2025 |
| John Hancock | Boston | MA | 05/2025 | Present |
| John Hancock Investment Management Distributors | Boston | MA | 05/2025 | Present |
1.) OBA Details: a. OBA Name: Rental Property b. Investment-related? No c. OBA Address: ?217 Neponset Ave., Boston, MA 02124 - Start Date: 6/26/2017 ?33 Greenbrier St., Boston, MA 02124 - Start Date: 1/3/2025 ?498 Beech St., Roslindale, MA 02131- Start Date: 1/19/2024 ?440 Main St., Weymouth, MA 02190 - Start Date: 9/30/2022 ?62 Bay State Rd. Quincy, MA 02171- Start Date: 9/20/2018 d. OBA Nature: Rental Property Management e. Position, Title, or Relationship with the OBA: Landlord/Owner f. OBA Start Date: See above g. Approximate number of hours/month devoted to the OBA: ~ 8 hours h. Number of hours devoted to the OBA during securities trading hours: 0 i. Brief description duties related to the OBA: Manages rental properties and ensures they are safe, habitable, and compliant with local laws.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-05 |
Reach out to this advisor