Best Investors
Account
Sign in
Best Investors
Account
Sign in
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| LA | RA | APPROVED | 2019-10-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Baton Rouge | LA | 09/2005 | 10/2019 |
| Commonwealth Financial Network | Waltham | MA | 10/2019 | 07/2026 |
| Provident Wealth Planning, Llc | Baton Rouge | LA | 10/2019 | Present |
| Commonwealth Financial Network | Waltham | MA | 07/2026 | Present |
1. Fixed insurance sales, as an Agent; As of 10/18/19; 1% time spent during regular business hours; Conducted at branch; Investment related. 2. Owner, Provident Wealth Planning, LLC a Private Entity established to facilitate Securities, advisory, and insurance Business; as of 10/15/2019; 75% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-21 |
Reach out to this advisor