Best Investors
Account
Sign in
Best Investors
Account
Sign in
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| PA | RA | APPROVED | 2019-01-02 |
Branch Locations
C/O Wealth Management Partners,Llc 790 Holiday Drive, Pittsburg, PA 15220 • United States
Latrobe, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cvs Health | Monroeville | PA | 11/2014 | 02/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 03/2017 | 11/2018 |
| Northwestern Mutual Investment Services Llc | Pittsburgh | PA | 07/2017 | 11/2018 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 11/2017 | 11/2018 |
| Commonwealth Financial Network | Watham | MA | 11/2018 | Present |
| Wealth Management Partners. Llc | Pittsburgh | PA | 01/2019 | Present |
Fixed insurance sales; as of 12/23/2018; Approximately 10% time spent during securities trading hours per month; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-11 |
Reach out to this advisor