Best Investors
Account
Sign in
Best Investors
Account
Sign in
75 State Street Mail Code: Ma-Sst-Inv3, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2017-10-16 |
Branch Locations
786 Main Road, Westport, MA 02790 • United States
75 State Street, Boston, MA 02109 • United States
585 Allen Street, New Bedford, MA 02740 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Braintree | MA | 09/2014 | 09/2017 |
| Santander Bank, Na | Boston | MA | 10/2017 | Present |
| Santander Securities, Llc | Dorchester | MA | 10/2017 | 11/2022 |
| Air National Guard | Buzzards Bay | MA | 03/2019 | Present |
| Santander Securities, Llc | Dorchester | MA | 11/2022 | Present |
1. Air National Guard, Intelligence Operations Officer, non-investment related, start date 04/06/2019, Buzzards Bay, MA, 19 hours monthly, none during trading hours. 2. Pyramid Cards, Director, advertising game created by his family, non-investment related business, start date 06/01/2011. Stoughton, MA, 2 hours monthly, none during trading hours. 3. Rental property, co-owner with spouse of rental property, non-investment related business, start date 12/01/2025, New Bedford MA, 8 hours monthly, none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-14 |
Reach out to this advisor