Best Investors
Account
Sign in
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-09-22 |
Branch Locations
200 Summit Dr Suite 420, Burlington, MA 01803 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Securities Llc | Guaynabo | PR | 09/2012 | 11/2016 |
| Lpl Financial, Llc | Woburn | MA | 12/2016 | 04/2018 |
| Pinnacle Private Wealth, Llc | Woburn | MA | 12/2016 | 09/2022 |
| Triad Advisors, Llc | Norcross | GA | 04/2018 | 08/2022 |
| Lpl Financial, Llc | Burlington | MA | 08/2022 | 06/2025 |
| Wealth Enhancement Advisory Services | Burlington | MA | 09/2022 | Present |
| Wealth Enhancement Group | Burlington | MA | 09/2022 | Present |
| Wealth Enhancement Brokerage Services | Burlington | MA | 09/2022 | Present |
9/2022- SAYBROOK ADVISORS LLC- Business Entity For Tax/Investment Purposes Only- owner- non-inv. related- Weston, MA - start date 2016- 0hrs/nth 9/2022- Public Notary- inv. related- Burlington, MA - start dat 2019- 1hr/mth 10/25/2022 - WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date - 9/15/2022 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 98% - I provide investment advisory services through WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity in 10/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD 30 Cheswick, LLC - Investment Related - Newton, MA - Investor - Start Date: 09/2025 - 0 hours spent per month/ 0 hours spent during hours trading hours - investment into a real estate investment property. Wealth Enhancement Group - Non-Investment Related - Burlington, MA - Fixed Insurance - Agent - Start Date: 10/2025 - 1 Hour Spent Per Month, 0 Hours Spent During Trading Hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-17 |
Reach out to this advisor