Best Investors
Account
Sign in
6 Kimball Lane, Lynnfield, MA 01940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-04-02 |
| RI | RA | APPROVED | 2026-02-27 |
| SC | RA | APPROVED | 2024-07-18 |
Branch Locations
13 Steeple Street Suite 202, Mashpee, MA 02649 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Four Ponds Financial Planning | Charleston | SC | 06/2021 | 06/2023 |
| College Of Charleston | Charleston | SC | 10/2014 | 06/2021 |
| Four Ponds Financial Planning | North Charleston | SC | 06/2023 | 11/2024 |
| F.L. Putnam Investment Management Company | Mashpee | MA | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-11 |
Reach out to this advisor