Best Investors
Account
Sign in
Best Investors
Account
Sign in
190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-03-06 |
Branch Locations
93 Worcester Street 4Th Floor, Wellesley, MA 02481 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Defranceschi & Klemm Pc | Boston | MA | 10/2006 | 07/2017 |
| Gw & Wade, Llc | Wellesley | MA | 07/2017 | 03/2024 |
| Gw & Wade Asset Management Company | Wellesley | MA | 07/2017 | 12/2023 |
| The Colony Group, Llc | Boston | MA | 03/2024 | Present |
Name of the other business: N/A Business is investment-related: No Address of the other business: 11 Lauren Lane Mansfield, MA 02048 Nature of business: Buying and selling sports trading cards Position/title: Sole practitioner Start date: 1/1/2021 Approximate hours/month devoted: 21-40 Approximate hours/month devoted during securities trading hours: 1-5 Description/Duties: I've been buying sports cards and recently been selling some of the ones that I no longer wish to keep on eBay.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-12 |
Reach out to this advisor