Best Investors
Account
Sign in
Best Investors
Account
Sign in
200 Berkeley St., Boston, MA 02116-5022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-10-18 |
Branch Locations
200 Berkeley St., Boston, MA 02116-5022 • United States
197 Clarendon Street, Boston, MA 02116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock Investment Management | Boston | MA | 08/2021 | 06/2022 |
| John Hancock Investment Management Distributors Llc | Boston | MA | 06/2022 | Present |
| Wayfair | Boston | MA | 08/2020 | 08/2021 |
| Dairy Queen | Westborough | MA | 05/2014 | 08/2020 |
| Citizens Watches | Natick | MA | 11/2016 | 01/2018 |
| John Hancock Investment Management | Boston | MA | 05/2018 | 08/2019 |
| Istep Program At Umass Amherst | Amherst | MA | 08/2019 | 08/2020 |
| University Of Massachusetts Amhers | Amherst | MA | 09/2016 | 05/2020 |
a.OBA Name: Rover b.Investment-related? No c.OBA Address: 417 E 5th Street, South Boston, MA 02127 d.OBA Nature: Dog walking business e.Position, Title, or Relationship with the OBA: Employee f.OBA Start Date: 08/19/2024 g.Approximate number of hours/month devoted to the OBA: 10 h.Number of hours devoted to the OBA during securities trading hours: 0 i.Brief description duties related to the OBA: Provide a range of pet care services including dog walking, pet sitting, boarding, and drop-in visits.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-29 |
Reach out to this advisor