Best Investors
Account
Sign in
Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-26 |
Branch Locations
4500 A Tassajara Road, Dublin, CA 94568-4608 • United States
Livermore, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Dublin | CA | 05/2025 | Present |
| Phoenix Marketing International | San Francisco | CA | 01/2021 | 03/2021 |
| Phoenix Marketing International | San Francisco | CA | 04/2019 | 12/2020 |
| Phoenix Marketing International | San Francisco | CA | 04/2021 | 12/2021 |
| Marketcast | San Francisco | CA | 03/2022 | 04/2024 |
| Nielsen | San Francisco | CA | 04/2016 | 12/2017 |
| Nielsen | San Francisco | CA | 01/2018 | 12/2018 |
| Phoenix Marketing International | San Francisco | CA | 01/2019 | 03/2019 |
| Unemployed | San Francisco | CA | 04/2024 | 05/2025 |
| Phoenix Marketing International | San Francisco | CA | 12/2021 | 03/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-08 |
Reach out to this advisor