Best Investors
Account
Sign in
Best Investors
Account
Sign in
1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-09 |
Branch Locations
197 First Avenue Suite 250, Needham, MA 02494 • United States
Westborough, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Smithfield | RI | 02/2016 | 08/2017 |
| Massmutual | Springfield | MA | 01/2018 | 05/2022 |
| Mml Investors Services, Llc | Springfield | MA | 01/2019 | 05/2022 |
| Unemployed | Westborough | MA | 08/2017 | 01/2018 |
| Mml Investors Services, Llc | Needham | MA | 03/2023 | Present |
| Massmutual Life Insurance Company | Needham | MA | 03/2023 | Present |
| Unemployed | Westborough | MA | 05/2022 | 03/2023 |
Name: Merwin Financial, LLC Inv Rel: Y Addr: At residential address Nature: Business entity of tax and liability purposes Position: Member Start Date: 06/20/2023 No. Hr/Mo: 8 No. Hr/Mo During Sec Trading: 0 Duties: Responsible for all aspects of the business.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-03-25 |
Reach out to this advisor