Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Congress Street Suite 3101, Boston, MA 02114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-21 |
Branch Locations
One Congress Street Suite 3101, Boston, MA 02114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Inc. | Newton | MA | 07/2013 | 06/2017 |
| Morgan Stanley | Boston | MA | 07/2017 | 02/2026 |
| Trillium Asset Management Llc | Boston | MA | 02/2026 | Present |
*341026 - Freelance Writing; Investment related: No; Boston, Massachusetts; Freelance Writing; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 12/2016; During business hours: 0; After business hours: 5; Writing & Editing *387389 - Cozy Raven; Investment related - No; Boston, MA; Retail/Online Stores; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); Jan 2020; During business hours: 0; After business hours: 30; creating handmade crafts and selling them online. *569620- Poshmark; Investment related -No; Redwood City, California; Thrifting/ reselling my own clothing, bags, shoes, etc.; poshmark closet holder (proprietor, partner, officer, director, employee, trustee, agent); 09/2023; During business hours: 0; After business hours: 2; Thrifting *570495 - Etsy; Investment related: No; Brooklyn, New York; Art/Culture; Ecommerce Store holder (proprietor, partner, officer, director, employee, trustee, agent); 09/2023; During business hours: 0; After business hours: 5; Selling my own created crafts and digital products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-16 |
Reach out to this advisor