Best Investors
Account
Sign in
Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-06-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Preservation Society Of Newport County | Newport | RI | 11/2016 | 08/2017 |
| Lowe's | Plainville | MA | 10/2017 | 02/2018 |
| Arch Insurance Group | Burlington | MA | 03/2018 | 06/2022 |
| Spencer Financial, Llc | Sudbury | MA | 09/2022 | Present |
| Osaic Wealth, Inc | Sudbury | MA | 08/2024 | Present |
| Salve Regina University | Newport | RI | 09/2013 | 05/2017 |
| Unemployed | Sudbury | MA | 06/2022 | 09/2022 |
1. GENX FINANCIAL LLC POSITION: Registered Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/07/2022 ADDRESS: 12575 Faraday Lane, Orlando FL 32827, United States DESCRIPTION: GenX Financial is the LLC that facilitates payroll and benefits for Innovated Financial Group employees. 2. SPENCER FINANCIAL LLC POSITION: Registered Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/07/2022 ADDRESS: 327A Boston Post Road, Sudbury MA 01776, United States DESCRIPTION: Assisting Bill Spencer and Sam Baldwin with service coordination
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-29 |
Reach out to this advisor