Best Investors
Account
Sign in
Best Investors
Account
Sign in
1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-07-01 |
Branch Locations
14 Maine Street Suite 111B, Brunswick, ME 04011 • United States
14 Maine Street, Suite 111B, Brunswick, ME 04011 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2016-02-24 |
Branch Locations
14 Maine Street Ste 111B, Brunswick, ME 04011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stonex Securities Inc. | Birmingham | AL | 11/2012 | 06/2026 |
| Capital Wealth Planning Services, Llc | Brunswick | ME | 02/2016 | Present |
| Mml Investors Services, Llc | Brunswick | ME | 07/2026 | Present |
| Massmutual Life Insurance Company | Brunswick | ME | 07/2026 | Present |
| Wr Rice Financial Svcs, Llc | Portland | ME | 03/2012 | 12/2016 |
NAME: CAPITAL WEALTH PLANNING SERVICES INV REL: Y ADDR: 14 MAINE ST, STE 111B, BRUNSWICK, ME 04011 NATURE: INDEPENDENT INVESTMENT ADVISOR POSITION: INVESTMENT ADVISER REPRESENTATIVE START DATE: 7/1/2026 NO. HR/MO: 200 NO. HR/MO DURING SEC TRADING: 8 DUTIES: PORTFOLIO MANAGEMENT AND GENERAL FINANCIAL PLANNING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1991-02-01 |
Reach out to this advisor