Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-07-16 |
| TX | RA | APPROVED_RES | 2026-07-14 |
Branch Locations
35 Village Road Suite 601, Middleton, MA 01949 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Bank, N.A. | Boston | MA | 05/2017 | 01/2021 |
| Santander Securities, Llc | Dorchester | MA | 05/2017 | 01/2021 |
| Citizens Bank | Boston | MA | 11/2015 | 09/2016 |
| Wexelz Llc | Chelsea | MA | 09/2016 | 07/2017 |
| Uber Technologies | Boston | MA | 02/2016 | 12/2019 |
| Santander Securities, Llc | Dorchester | MA | 01/2021 | 05/2022 |
| Citizens Securities, Inc. | Newton Centre | MA | 05/2022 | 07/2026 |
| Morgan Stanley Smith Barney Llc | Middleton | MA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-12 |
Reach out to this advisor