Best Investors
Account
Sign in
Best Investors
Account
Sign in
437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-07-03 |
| TX | RA | APPROVED_RES | 2024-06-28 |
Branch Locations
34 Main Street Extension Suite 204, Plymouth, MA 02360 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deutsche Bank Securities Inc. | Boston | MA | 08/2009 | 09/2016 |
| Raymond James & Associates, Inc. | Boston | MA | 09/2016 | 12/2019 |
| Raymond James Financial Services, Inc. | Plymouth | MA | 12/2019 | Present |
| Raymond James Financial Services Advisors, Inc. | Plymouth | MA | 12/2019 | Present |
| World Investments, Inc. | Lincroft | NJ | 06/2024 | Present |
| Pensionmark Financial Group, Llc | Santa Barbara | CA | 06/2024 | Present |
1) Name of Business : Boston Harbor Wealth Advisors Address: 34 Main Street Ext Ste 204,Plymouth, MA Nature of the Business: Support Company/DBA (Non-Owner) Position/Title: Independent Contractor Investment Related:No Start Date: 12/16/2019 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Financial Advisor 2) Name of Business : JMJ Plymouth, LLC Address: 34 Main Street Ext Ste 204,Plymouth, MA Nature of the Business: Support Company/DBA (Owner) Position/Title: Support Company/DBA (Owner) Investment Related:No Start Date: 12/16/2019 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 1986-03-03 |
Reach out to this advisor