Best Investors
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Account
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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-18 |
| TN | RA | APPROVED | 2025-04-23 |
| CT | RA | APPROVED | 2019-09-23 |
Branch Locations
1369 Southford Road, Southbury, CT 06488 • United States
45 Rockefeller Plaza Suite 2000, New York, NY 10111 • United States
7215 Middlebrook Pike Suite 201, Knoxville, TN 37909 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2018 | 09/2018 |
| Best Wise Associates | Oxford | CO | 06/2015 | 06/2018 |
| Old Dominion Univeristy | Norfolk | VA | 08/2014 | 05/2018 |
| Gottfried Somberg Wealth Management | Glastonbury | CT | 05/2017 | 05/2017 |
| Best Wise Associates | Oxford | CT | 09/2018 | Present |
| Commonwealth Financial Network | Waltham | MA | 09/2018 | Present |
1. Fixed insurance sales; As of 2/1/2020; 5% time spent during business hours; Conducted at branch location; Investment related. 2. Co-Owner, Wise Wealth, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 01/01/2024; 100% time spent during business hours; Conducted at branch; Investment related. 3. Co-owner, 1369 Southford Road, LLC; an entity created for the purpose of managing office real estate at 1369 Southford Rd, Southbury, CT 06488; as of 06/10/2025; 5% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-20 |
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