Best Investors
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Account
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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2025-09-26 |
| MN | RA | APPROVED | 2025-09-23 |
| ND | RA | APPROVED | 2025-09-22 |
| OR | RA | APPROVED | 2025-09-19 |
| SC | RA | APPROVED | 2025-09-19 |
| WV | RA | APPROVED | 2025-09-19 |
| MI | RA | APPROVED | 2025-09-18 |
| NC | RA | APPROVED | 2025-09-18 |
| WI | RA | APPROVED | 2025-09-18 |
| AL | RA | APPROVED | 2025-09-17 |
| AK | RA | APPROVED | 2025-09-17 |
| CA | RA | APPROVED | 2025-09-17 |
| CO | RA | APPROVED | 2025-09-17 |
| DE | RA | APPROVED | 2025-09-17 |
| ID | RA | APPROVED | 2025-09-17 |
| IN | RA | APPROVED | 2025-09-17 |
| IA | RA | APPROVED | 2025-09-17 |
| KY | RA | APPROVED | 2025-09-17 |
| LA | RA | APPROVED | 2025-09-17 |
| MD | RA | APPROVED | 2025-09-17 |
| MS | RA | APPROVED | 2025-09-17 |
| MT | RA | APPROVED | 2025-09-17 |
| NM | RA | APPROVED | 2025-09-17 |
| OK | RA | APPROVED | 2025-09-17 |
| TX | RA | APPROVED_RES | 2025-09-17 |
| UT | RA | APPROVED | 2025-09-17 |
| WA | RA | APPROVED | 2025-09-17 |
| KS | RA | APPROVED | 2025-09-16 |
| NE | RA | APPROVED | 2025-09-16 |
| SD | RA | APPROVED | 2025-09-16 |
| WY | RA | APPROVED | 2025-09-16 |
| NY | RA | APPROVED | 2021-08-19 |
| NV | RA | APPROVED | 2020-03-05 |
| RI | RA | APPROVED | 2018-09-18 |
| AZ | RA | APPROVED | 2018-06-13 |
| MA | RA | APPROVED | 2018-06-13 |
| VT | RA | APPROVED | 2018-06-07 |
| FL | RA | APPROVED | 2018-06-04 |
| CT | RA | APPROVED | 2018-06-01 |
| IL | RA | APPROVED | 2018-06-01 |
| ME | RA | APPROVED | 2018-06-01 |
| MO | RA | APPROVED | 2018-06-01 |
| NH | RA | APPROVED | 2018-06-01 |
| NJ | RA | APPROVED | 2018-06-01 |
| OH | RA | APPROVED | 2018-06-01 |
| PA | RA | APPROVED | 2018-06-01 |
| VA | RA | APPROVED | 2018-06-01 |
Branch Locations
300 Franklin Street, Manchester, NH 03101 • United States
1 Portland Square, Portland, ME 04101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Funds Distributor, Llc | Boston | MA | 01/2017 | 11/2017 |
| Putnam Investments | Andover | MA | 06/2015 | 01/2017 |
| Td Private Client Wealth Llc | Bedford | NH | 11/2017 | Present |
| Td Bank Llc | Boston | MA | 11/2017 | 07/2020 |
| Td Bank N.A. | Bedford | NH | 07/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-16 |
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