Best Investors
Account
Sign in
4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2025-06-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Merrimack | NH | 10/2022 | 06/2024 |
| Mcintyre Ski Area | Manchester | NH | 12/2010 | 09/2022 |
| Palace Theatre Trust | Manchester | NH | 03/2017 | 06/2019 |
| North Country Center For The Arts | Lincoln | NH | 06/2016 | 02/2017 |
| Kids Cooperative Theatre | Derry | NH | 06/2021 | 10/2022 |
| Southern New Hampshire University | Manchester | NH | 04/2021 | 12/2023 |
| Mml Investors Services, Llc | Bangor | ME | 08/2024 | 05/2025 |
| Massmutual Life Insurance Company | Bangor | ME | 08/2024 | 05/2025 |
| United Insurance Group | Bangor | ME | 04/2025 | Present |
| Key Investment Services Llc | Brooklyn | OH | 06/2025 | Present |
| Keybank | Belfast | ME | 06/2025 | Present |
KIDS COOP THEATRE; NATURE: I am a board member for a theatre group in southern NH. I help them select shows for their season, help with creating graphics for their productions to promote on social media, and help answer technical theatre questions they have. INVESTMENT RELATED: No; NUMBER OF HOURS: 8; SECURITIES TRADING HOURS: 0; START DATE: 01/01/2024; ADDRESS: 232 N Broadway, Salem NH 03079, United States; DESCRIPTION: I help them select shows for their season, help with creating graphics for their productions to promote on social media, and help answer technical theatre questions they have. FUSION: BANGOR POSITION: Steering Committee Member NATURE: FUSION:Bangor is the area's networking group of engaged residents. The organization works to connect the residents of the area to each other, engage with the community and transform the Bangor region into the preferred place to live, work and play in Maine. Founded in 2005, FUSION:Bangor is a program of the Bangor Region Chamber of Commerce. It was modeled after its Canadian sister organization, FUSION Saint John, and played an important role in the Chamber's initiative to foster stronger business relations with New Brunswick. It later became a member of the Realize Maine Network, which works to attract and retain young professionals throughout Maine. Realize Maine is a program of the Maine Development Foundation and consists of eight groups throughout the state. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2025 ADDRESS: 2 Hammond Street, Bangor ME 04401, United States DESCRIPTION: The steering committee helps lead Fusion in planning events and committees for the year and helps members of fusion get involved in the community and network with other rising profesionals.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-07 |
Reach out to this advisor