Best Investors
Account
Sign in
Best Investors
Account
Sign in
1 Sansome Street Suite 1400, San Francisco, CA 94104-4436 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-07-21 |
| CA | RA | APPROVED | 2025-07-14 |
| NH | RA | APPROVED | 2025-07-11 |
Branch Locations
1 Sansome Street Suite 1400, San Francisco, CA 94104-4436 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eaton Vance Management | Boston | MA | 06/2019 | 06/2020 |
| Eaton Vance Distributors, Inc. | Boston | MA | 06/2018 | 08/2018 |
| Dhk Financial Advisors | Portsmouth | NH | 01/2017 | 01/2019 |
| Nbt Bank | Manchester | NH | 05/2016 | 01/2017 |
| University Of New Hampshire | Durham | NH | 02/2019 | 05/2019 |
| Morgan Stanley | Boston | MA | 06/2020 | 10/2023 |
| Lake Street Advisors | Boston | MA | 10/2023 | 02/2025 |
| The Oglethorpe Collective, Llc ("Toc-23") | Hingham | MA | 03/2025 | Present |
1) The Oglethorpe Collective, LLC ("TOC-23"): Investment-related, 18 Shipyard Drive #2a, Hingham, MA 02043 DBA for Inflection Capital Management, LLC, Director of Wealth Strategy, 03/2025- present, 120 hours/month during trading hours. 2) 3STEP Sports, LLC: not investment-related, 500 Unicorn Park Dr., Floor 5, Woburn, MA 01801, Youth Lacrosse Coach, 09/2024-present, 20-30 hours/month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-13 |
Reach out to this advisor