Best Investors
Account
Sign in
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_RES | 2026-03-24 |
| NC | RA | APPROVED | 2026-01-14 |
| NY | RA | APPROVED | 2021-06-29 |
Branch Locations
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 |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 05/1997 | Present |
| Crossbridge Financial | Rochester | NY | 08/1997 | Present |
1. Part Owner, Crossbridge Financial Group, LLC, a private entity established to facilitate securities business; as of 01/01/1999, 100% of time spent during business hours; Conducted at branch; Investment related. 2. Fixed insurance sales, as of 05/1997, 12% of time spent during business hours, Conducted at branch; Investment related. 3. Landlord/Co-Owner leasing farming rights to farmers on personally owned real estate property; As of 01/01/2008; 0% of time spent during business hours; Located in Fillmore, NY; Not conducted at branch; Investment related. 4. Co-Owner, Mount Kiki, LLC, an entity created for the purpose of buying and managing commercial real estate at 6288 Hill Rd., Fillmore, NY 14735; as of 02/10/2022; 1% of time spent during business hours; Not Conducted at branch; Investment related. 5. Co-owner, 108Dogwood, LLC an entity created for the purpose of owning & managing real estate at Pine Knoll Shores, NC, as of 7/23/2024; 2% time spent during business hours; Not conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 1986-05-20 |
Reach out to this advisor