Best Investors
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Account
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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-03-06 |
| MI | RA | APPROVED | 2026-01-15 |
| NJ | RA | APPROVED | 2025-03-18 |
| NY | RA | APPROVED | 2025-02-07 |
| VA | RA | APPROVED | 2024-09-26 |
| CA | RA | APPROVED | 2024-05-21 |
| FL | RA | APPROVED | 2024-01-12 |
| MA | RA | APPROVED | 2023-11-21 |
Branch Locations
160 Gould Street Suite 310, Needham, MA 02494 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boston Bar Association | Boston | MA | 01/2021 | 06/2023 |
| Ymca Of Greater Boston | Boston | MA | 09/2019 | 01/2021 |
| Heading Home, Inc. | Boston | MA | 12/2017 | 09/2019 |
| Ymca Of Greater Boston | Boston | MA | 09/2013 | 12/2017 |
| Guardian Life Insurance Company | Needham | MA | 05/2023 | Present |
| Park Avenue Securities | Needham | MA | 07/2023 | Present |
1) Justworks - Broker, products and services comprised of various services, including payroll administration, employment tax filings, HR tools and assistance and access to benefits (Health/Dental/Vision/Group Benefits) Start date: 07/25/2023, Address: n/a, 1 total hour per month; 1 during securities trading hours, Not investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-10 |
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