Best Investors
Account
Sign in
Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-11-29 |
Branch Locations
1800 West Park Dr Ste 150, Westborough, MA 01581 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kingsbury Club Medfield | Medfield | MA | 09/2016 | 02/2017 |
| Equitable Advisors Llc | New York | NY | 09/2022 | 02/2023 |
| Ymca Camp Coniston | Grantham | NH | 06/2017 | 08/2019 |
| Tulane Facilities Department | New Orleans | LA | 08/2018 | 06/2019 |
| Brass Roots | New Orleans | LA | 10/2020 | 08/2021 |
| Vermont Association Of Business Industry And Rehabilitation | Williston | VT | 06/2021 | 08/2021 |
| Tulane University | New Orleans | LA | 08/2018 | 05/2022 |
| Medfield (Ma) Public School | Medfield | MA | 08/2012 | 06/2018 |
| Unemployed | Los Angeles | CA | 05/2022 | 08/2022 |
| Strategy Asset Managers, Llc | Pasadena | CA | 02/2023 | 06/2024 |
| Dover-Sherborn School District | Dover-Sherborn | MA | 09/2024 | 10/2024 |
| Ccr Wealth Management Llc | Westborough | MA | 10/2024 | Present |
| Cetera Advisors Llc | St Cloud | MN | 10/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 10/2024 | Present |
1. NAME OF OTHER BUSINESS: CCR WEALTH MANAGEMENT LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INVESTMENT ADVISORY START DATE: 10/2024 POSITION/TITLE/RELATIONSHIP: CLIENT SERVICE ASSOCIATE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: FULL-TIME CLIENT SERVICE ASSOCIATE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-01 |
Reach out to this advisor