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 |
|---|---|---|---|
| FL | RA | APPROVED | 2018-02-22 |
| CT | RA | APPROVED | 2006-07-17 |
Branch Locations
281 Hartford Turnpike Suite 405, Vernon, CT 06066 • United States
West Melbourne, FL • United States
Manchester, CT • 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 |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 07/2006 | Present |
| Gfa Financial Group | East Hartford | CT | 07/2006 | Present |
1. Fixed insurance sales, as of 07/1996; Less than 12% of time spent during business hours; at branch location, investment related 2. Author, as of 2012; 0% of time spent during business hours; not at branch location, not investment related 3. Co-Owner, The 11 West Street Trust, an entity created for the purpose of buying and managing residential real estate in Northumberland, NH, as of 09/16/2022; 0% of time spent during business hours; Not Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-02-20 |
| S65 | Uniform Investment Adviser Law Examination | 1996-02-20 |
Reach out to this advisor