Best Investors
Account
Sign in
140 Kendrick Street Building C Floor 3 Suite C320, Needham, MA 02494 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-01-30 |
Branch Locations
140 Kendrick Street Building C Floor 3 Suite C320, Needham, MA 02494 • United States
Oakton, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc. | Vienna | VA | 06/2014 | 12/2016 |
| Pnc Investments | Pittsburgh | PA | 12/2016 | 04/2017 |
| Pnc Bank | Washington | DC | 12/2016 | 04/2017 |
| Ascensus College Savings Record Keeping Services, Llc | Newton | MA | 04/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 1984-03-28 |
Reach out to this advisor