Best Investors
Account
Sign in
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Troy Isd | Troy | TX | 07/2020 | 05/2023 |
| Temple Isd | Temple | TX | 08/2018 | 05/2020 |
| Rogers Isd | Rogers | TX | 08/2009 | 05/2018 |
| Cedarwood Financial Partners | Temple | TX | 06/2023 | 03/2025 |
| Commonwealth Financial Network | San Diego | CA | 06/2023 | 03/2025 |
| Cedarwood Financial Partners | Temple | TX | 03/2025 | Present |
| Commonwealth Financial Network | San Diego | CA | 03/2025 | Present |
1. Fixed insurance sales; as of 6/10/2026; 5% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-16 |
Reach out to this advisor