Best Investors
Account
Sign in
Best Investors
Account
Sign in
830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-08-08 |
Branch Locations
1 Post Office Square Suite 2400, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eaton Vance Wateroak Advisors | Boston | MA | 04/2020 | 10/2022 |
| Corient | Boston | MA | 10/2022 | Present |
| Boston Partners | Boston | MA | 05/2010 | 03/2020 |
| Cipw Service Company, Llc | Toronto | 10/2022 | 07/2023 | |
| Corient Services Llc | Miami | FL | 07/2023 | Present |
Camp Timanous; Investment-related - yes; Address - 5 Plains Road, Raymond, ME 04071; Nature of business - Boys Summer Camp; Position - Board of Directors and Investment Committee Member; Start date -February 2021; Hours per month - 2; Hours during securities trading hours - None; Duties - Board member helping with long-range planning.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-08-27 |
Reach out to this advisor