Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
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 |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Edina | MN | 01/2005 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-116209|OrgNmn:Shiloh Temple International Ministries|Org Addr:Minneapoli,Minnesota,US|OBA Nature:church |Invst Rel:N|Title:Trustee|Duties:Consult around community involvement, youth programs, membership growth and building maintentance, capital campaigns|StrtDt:01-27-25|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-22 |
Reach out to this advisor