Best Investors
Account
Sign in
125 High Street Suite 431, Boston, MA 02110-1529 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-08-24 |
Branch Locations
125 High Street Suite 431, Boston, MA 02110-1529 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wellington Management Company | Boston | MA | 11/2014 | 12/2025 |
| Bryant University | Smithfield | RI | 01/2005 | Present |
| Breckinridge Capital Advisors | Boston | MA | 07/2026 | Present |
OAA#: 1076 | ORG NAME:BRYANT UNIVERSITY | ORG ADDR:SMITHFIELD, RI, US | NATURE OF BUS:EDUCATION | INVST REL:N | TITLE:ADJUNCT PROFESSOR OF FINANCE | DUTIES:TEACHING INVESTMENTS AND OTHER CLASSES | START DT:01/03/2005 | TOTAL HRS P/M:24 | SEC TRDNG HRS P/M:0 OAA#: 1077 | ORG NAME:RENTAL PROPERTY | ORG ADDR:NAPLES, FL, US | NATURE OF BUS:CONDO RENTAL | INVST REL:N | TITLE:OWNER | DUTIES:RENT A CONDOMINIUM. | START DT:01/01/2005 | TOTAL HRS P/M:1 | SEC TRDNG HRS P/M:0 OAA#: 1078 | ORG NAME:UPPERMARK | ORG ADDR:AMHERST, MA, US | NATURE OF BUS:CAIA EXAM PREP | INVST REL:N | TITLE:DESIGNING EXAM QUESTIONS AND PROBLEMS | DUTIES:READS INVESTMENT RESEARCH AND DESIGNS MOCK EXAM QUESTION AND PROBLEMS. | START DT:01/01/2008 | TOTAL HRS P/M:12 | SEC TRDNG HRS P/M:0 OAA#: 1079 | ORG NAME:CONSULTING/TEACHING | ORG ADDR:LINCOLN, RI, US | NATURE OF BUS:WEBSITE FOR CONSULTING / TEACHING | INVST REL:N | TITLE:SELF EMPLOYMENT/OWNER | DUTIES:DEVELOPING WEBSITE TO HELP IDENTIFY CLIENTS FOR CONSULTING/TEACHING. | START DT:07/08/2009 | TOTAL HRS P/M:16 | SEC TRDNG HRS P/M:0
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-08-18 |
Reach out to this advisor