Best Investors
Account
Sign in
Best Investors
Account
Sign in
Windham, NH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-09-30 |
| TX | RA | APPROVED_RES | 2021-03-15 |
| ME | RA | APPROVED | 2020-11-09 |
| MA | RA | APPROVED | 2019-01-15 |
| NH | RA | APPROVED | 2018-10-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shea Commercial Properties | Salem | NH | 04/2017 | 10/2018 |
| Catalyst Investment Management Llc | Windham | NH | 10/2018 | Present |
| Charles Schwab And Co | Washington | DC | 11/2010 | 02/2017 |
| United Healthcare | Windam | NH | 06/2017 | 04/2021 |
| Keller Williams Realty | Salem | NH | 11/2018 | 04/2021 |
| Private Client Services | Windham | NH | 02/2019 | 05/2019 |
| Fidelity Investments | Merrimack | NH | 04/2021 | 06/2021 |
1) CATALYST INSURANCE POSITION: INSURANCE AGENT NATURE: INSURANCE AGENCY INVESTMENT RELATED: NO NUMBER OF HOURS: 10 START DATE: 07/31/2017 ADDRESS: 127 ROCKINGHAM ROAD, WINDHAM NH. 03087 DESCRIPTION: ASSIST CLIENTS IN FINDING SUITABLE HEALTHCARE SOLUTIONS, PRIMARILY FOR SENIOR CLIENTS 2) CATALYST REAL ESTATE POSITION: REALTOR NATURE: REAL ESTATE AGENCY INVESTMENT RELATED: NO NUMBER OF HOURS: 20 START DATE: 11/01/2018 ADDRESS: 19 MILLSTONE ROAD, WINDHAM NH. 03087 DESCRIPTION: BUYING, SELLING, AND LEASING REAL ESTATE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-17 |
| S65 | Uniform Investment Adviser Law Examination | 1997-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 1984-11-08 |
Reach out to this advisor