Best Investors
Account
Sign in
Best Investors
Account
Sign in
45 Braintree Hill Office Park Suite 302, Braintree, MA 02184 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-05-22 |
Branch Locations
45 Braintree Hill Office Park Suite 302, Braintree, MA 02184 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2017 | 01/2021 |
| Mcadam Llc | Boston | MA | 06/2017 | 01/2021 |
| Uconn | Mansfield | CT | 09/2016 | 08/2017 |
| Uconn | Storrs | CT | 08/2013 | 05/2017 |
| Still Life | Morristown | NJ | 05/2016 | 07/2017 |
| Camp Riverbend | Wayne | NJ | 06/2012 | 07/2017 |
| Massmutual Life Insurance Company | Needham | MA | 11/2020 | 11/2022 |
| Mml Investors Services | Needham | MA | 02/2021 | 11/2022 |
| Citizens Securities, Inc. | Boston | MA | 11/2022 | 01/2025 |
| Ae Wealth Management, Llc | Topeka | KS | 05/2025 | Present |
| Generations Retirement Group, Llc | Braintree | MA | 03/2025 | Present |
1. Generations Retirement Group LLC; Yes, Investment Related; 45 Braintree Hill Office Park, Ste 302, Braintree, MA 02184; POSITION Investment Advisor Representative; Start Date 03/2025; Approx. 3 hours a month; Approx. 3 hours during trading; Investment Advice 2. AE Wealth Management, LLC, Investment Related, Braintree, Massachusetts, Investment Advisor Representative, Start Date: 5/2025; Approximately 3 hours per month, 3 hours during trading hours; Investment Advice. 3. Independent Insurance, Investment Related, Braintree, Massachusetts; Insurance Agent; Started 3/2025; Approximately 3 hours per month with 3 hours during trading hours; Sales of various insurance products. 4. My Brother's Keeper Food Pantry; Not Investment Related: 62 Dog Ln, Storrs, CT; Volunteer; Position: Board Member; Approx 2 hours a month; Approx 0 hours during trading; Social media maintenance for food pantry.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-05-14 |
| S66 | Uniform Combined State Law Examination | 2017-10-10 |
Reach out to this advisor