Best Investors
Account
Sign in
465 Waverley Oaks Rd Ste 315, Waltham, MA 02452-8422 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2019-08-21 |
Branch Locations
465 Waverley Oaks Rd Ste 315, Waltham, MA 02452-8422 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Investor Services, Inc. | Braintree | MA | 09/2014 | 12/2017 |
| Mutual Of Omaha Insurance Company | Braintree | MA | 09/2014 | 12/2017 |
| Everquote | Cambridge | MA | 11/2017 | 07/2018 |
| Saltzman Associates | Waxhaw | NC | 08/2018 | 11/2021 |
| Savvi Financial Llc | Waltham | MA | 01/2019 | Present |
| Bolster, Inc | Cambridge | MA | 05/2019 | 12/2019 |
| Brooklight Place Securities | Fountain Hills | AZ | 01/2020 | Present |
| Harry Has It, Inc | Wayland | MA | 01/2010 | Present |
| Self-Employed Insurance Agent | Wayland | MA | 01/2019 | Present |
| Self-Employed Consultant | Wayland | MA | 01/2019 | Present |
1. FIXED INSURANCE SALES; AS AN AGENT; NON INVESTMENT RELATED. SAME ADDRESS, LIFE INSURANCE, DISABILITY INSURANCE, LONG TERM CARE INSURANCE SALES; OWNER; AGENT; 4HRS MONTH 2. HARRY HAS IT, INC., PRESIDENT AND OWNER OF COMPANY SETUP FOR BUYING AND SELLING GOODS ON EBAY AND OTHER SIMILAR AUCTION WEBSITES, SPENDS LESS THAN 2% TIME, NON-INVESTMENT RELATED. 3. EVEN FINANCIAL. CONSULTANT. NON-INVESTMENT RELATED. LESS THAN 5 HOURS PER MONTH. 4. BREEZE. CONSULTANT. NON-INVESTMENT RELATED. LESS THAN 2 HOURS PER MONTH. 5. Savvi Financial, Consultant, Non-Investment Related. 40 hours per month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-08-01 |
| S65 | Uniform Investment Adviser Law Examination | 2003-09-05 |
Reach out to this advisor