Best Investors
Account
Sign in
Ayer, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-03-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cimpress Usa | Waltham | MA | 11/2010 | Present |
| Drumlin Financial Advisory | Harvard | MA | 02/2020 | Present |
| Still River Financial Planning | Ayer | MA | 10/2021 | Present |
Joseph Calvetti has worked since February, 2020 as a 1099 Paraplanner at Drumlin Financial Advisory, an RIA located in Harvard, Massachusetts. This activity is not investment related. He assists with analysis involved in comprehensive financial plans, drafting of financial plans, and preparation for client meetings. This activity accounts for approximately 5 hours per week, of which 5 hours are during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-07 |
Reach out to this advisor