Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-02-14 |
| TX | RA | APPROVED | 2025-02-14 |
Branch Locations
25 Burlington Mall Rd, Burlington, MA 01803 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services | East Meadow | NY | 06/2017 | 12/2020 |
| Unemployed | Winchester | MA | 02/2017 | 06/2017 |
| University Of Massachusetts | Amherst | MA | 09/2012 | 12/2016 |
| Numatica Corporation | Winchester | MA | 12/2012 | 02/2017 |
| Lpl Financial Llc | Chelmsford | MA | 03/2021 | 01/2023 |
| Digital Federal Credit Union | Chelmsford | MA | 03/2021 | 01/2023 |
| Atlantic Planning Group | Waltham | MA | 01/2023 | 08/2023 |
| Unemployed | Winchester | MA | 01/2021 | 03/2021 |
| New York Life Insurance | Waltham | MA | 05/2023 | 08/2023 |
| Nylife Securities, Llc | Waltham | MA | 06/2023 | 08/2023 |
| Quantmix | Winchester | MA | 12/2016 | 05/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Burlington | MA | 11/2024 | Present |
| Unemployed | Winchester | MA | 09/2023 | 11/2024 |
| Winchester Boat Club | Winchester | MA | 05/2015 | 05/2017 |
| University Of Massachusetts | Amherst | MA | 09/2016 | 05/2017 |
| Bank Of America, N.A. | Burlington | MA | 01/2025 | Present |
I*: 2592265 Entity Type: Charitable Name of OBA: Winchester Chapter of Toastmasters International Address: Winchester, MA 01890 Investment Related: No Position, Title, Association: Officer Employee Start Date: 07/15/2025 Number of Hours: 1 hr wkly Number of Hours during trading: 0 Duties: Toastmasters International is an organization committed to the development of public speaking and speechwriting skills in members. The Secretary records minutes for the meetings and acts as a historian at the local club level. The role is limited to the Town of Winchester Club.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-29 |
Reach out to this advisor