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 |
|---|---|---|---|
| NC | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cardinal Financial | Charlotte | NC | 03/2019 | 03/2022 |
| New Rez | Charlotte | NC | 09/2017 | 01/2019 |
| Macy'S Inc. | Charlotte | NC | 10/2003 | 02/2017 |
| Unemployed | Charlotte | NC | 02/2017 | 09/2017 |
| Unemployed | Huntersville | NC | 01/2023 | 01/2024 |
| Fidelity Investments | San Francisco | CA | 01/2024 | Present |
| Unemployed | Huntersville | NC | 01/2019 | 03/2019 |
| The Vanguard Group, Inc. | Charlotte | NC | 07/2022 | 01/2023 |
| Unemployed | Huntersville | NC | 03/2022 | 07/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-06 |
| S65 | Uniform Investment Adviser Law Examination | 2002-04-16 |
Reach out to this advisor