Best Investors
Account
Sign in
Best Investors
Account
Sign in
75 State Street Mail Code: Ma-Sst-Inv3, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-01-10 |
| MA | RA | APPROVED | 2024-10-15 |
| RI | RA | APPROVED | 2024-08-30 |
Branch Locations
20A Main Street, Wakefield, RI 02879 • United States
272 County Road, Barrington, RI 02806 • United States
292 Thames Street, Newport, RI 02840 • United States
765 Main Street, East Greenwich, RI 02818 • United States
1025 Smith Street, Providence, RI 02908 • United States
1927 Post Road, Warwick, RI 02886 • United States
131 Elmgrove Avenue, Providence, RI 02906 • United States
225 Atwood Avenue, Cranston, RI 02920 • United States
410 Putnam Pike, Smithfield, RI 02917 • United States
One Financial Plaza, Providence, RI 02903 • United States
555 Reservoir Avenue, Cranston, RI 02910 • United States
215 Main Street, Pawtucket, RI 02860 • United States
75 State Street, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thomson Reuters | Boston | MA | 07/2014 | 08/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln | RI | 07/2020 | 08/2021 |
| Citizens Investment Service | Johnston | RI | 08/2017 | 07/2020 |
| Citizens Securities Inc | Johnston | RI | 08/2021 | 08/2024 |
| Santander Bank, Na | Boston | MA | 08/2024 | Present |
| Santander Securities, Llc | Boston | MA | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-12 |
Reach out to this advisor