Best Investors
Account
Sign in
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-20 |
| CT | RA | APPROVED | 2023-11-27 |
Branch Locations
7 North Street Suite 201, Pittsfield, MA 01201 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates Inc | Pittsfield | MA | 07/2023 | Present |
| Prudential Insurance Company Of America | Newark | NJ | 12/2021 | 06/2023 |
| Guardian Life | New York | NY | 06/2021 | 12/2021 |
| Wayfair L.L.C. | Pittsfield | MA | 01/2020 | 05/2021 |
| L.V. Toole Insurance Agency | Lee | MA | 03/2018 | 12/2019 |
| Berkshire Insurance Group | Pittsfield | MA | 05/2017 | 02/2018 |
| Berkshire Bank | Pittsfield | MA | 01/2016 | 02/2017 |
Berkshire Theatre Group Volunteer 111 South St. Pittsfield, MA 01201 No Compensation Drama, Plays
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-07 |
Reach out to this advisor