Best Investors
Account
Sign in
Best Investors
Account
Sign in
1 University Square Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-08-16 |
| NJ | RA | APPROVED | 2023-08-10 |
Branch Locations
60 State Street, Boston, MA 02109 • United States
1 University Square Drive, Princeton, NJ 08540 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bentley University Service Learning And Civic Engagement Center | Waltham | MA | 02/2016 | 05/2018 |
| Morgan Stanley | Boston | MA | 02/2017 | 12/2017 |
| Rsm Us, Llp | Boston | MA | 07/2018 | 05/2019 |
| Full-Time Education | Waltham | MA | 08/2014 | 05/2018 |
| Natixis Investment Managers | Boston | MA | 06/2019 | 06/2023 |
| Blackrock Investments, Llc | Boston | MA | 06/2023 | Present |
| Blackrock | Boston | MA | 06/2023 | Present |
Coldwell Banker / No / 519 Tremont Street / Real Estate / Real Estate Agent / 2-1-2021 / 20 / 0 / Representing buyers and sellers to purchase, sell, or rent homes in the Boston area.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-15 |
Reach out to this advisor