Best Investors
Account
Sign in
10 Mall Road Suite 301, Burlington, MA 01803-4131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2025-02-11 |
Branch Locations
650 Ten Rod Road Suite 129F, North Kingstown, RI 02852 • United States
10 Mall Road Suite 301, Burlington, MA 01803-4131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spinnaker Asset Management Inc. | Warwick | RI | 02/2022 | 05/2023 |
| Northwestern Mutual | Providence | RI | 11/2021 | 02/2022 |
| Department Of Environmental Management | East Matunuck | RI | 12/2019 | 11/2021 |
| Cranston Elementary School | Cranston | RI | 01/2019 | 12/2019 |
| Codac East Bay | East Providence | RI | 09/2018 | 01/2019 |
| North Rhode Island Collaborative | Lincoln | RI | 01/2016 | 09/2018 |
| American United Life | Cranston | RI | 05/2023 | 08/2023 |
| Oneamerica Securities | Cranston | RI | 05/2023 | 08/2023 |
| Cornerstone Financial Management | North Kingston | RI | 08/2024 | Present |
| Rebath | Johnston | RI | 09/2023 | 03/2024 |
| Turf Master | Johnston | RI | 05/2024 | 07/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-28 |
Reach out to this advisor