Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2023-11-13 |
| TX | RA | APPROVED | 2023-11-07 |
Branch Locations
850 Main St,, Clinton, MA 01510 • United States
154 Turnpike Rd, Ste 100, Southborough, MA 01772 • United States
81 Gold Star Blvd, Worcester, MA 01606 • United States
303 Turnpike Rd, Westborough, MA 01581 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peoples United Bank | Westborough | MA | 07/2014 | 10/2017 |
| Infinex Investments, Inc. | Meriden | CT | 10/2017 | 11/2019 |
| United Bank | Shrewsbury | MA | 10/2017 | 11/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Westborough | MA | 11/2019 | 11/2023 |
| Bank Of America, N.A. | Westborough | MA | 11/2019 | 11/2023 |
| J.P. Morgan Securities Llc | Worcester | MA | 11/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Worcester | MA | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-23 |
Reach out to this advisor